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Arcadia Wealth Management, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arcadia Wealth Management, LLC on BIV, newest first. How the timeline and the estimate are built.

Arcadia Wealth Management, LLC held 60,527 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,527 shares
    Change vs previous 13F +3,905 shares

    1.46% of the 13F portfolio, value $4,642,398.

    13F-HR 0002085853-26-000776 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 56,622 shares
    Change vs previous 13F +2,463 shares

    1.58% of the 13F portfolio, value $4,370,089.

    13F-HR 0002085853-26-000510 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,159 shares
    Change vs previous 13F +373 shares

    1.57% of the 13F portfolio, value $4,217,887.

    13F-HR 0002085853-26-000189 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 53,786 shares
    Change vs previous 13F -206 shares

    1.67% of the 13F portfolio, value $4,200,171.

    13F-HR 0002085853-25-000253 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,992 shares
    Change vs previous 13F +2,817 shares

    1.83% of the 13F portfolio, value $4,175,770.

    13F-HR 0001667731-25-000873 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,175 shares
    Change vs previous 13F +4,538 shares

    1.93% of the 13F portfolio, value $3,918,468.

    13F-HR 0001667731-25-000593 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,637 shares
    Change vs previous 13F +1,957 shares

    1.76% of the 13F portfolio, value $3,485,163.

    13F-HR 0001667731-25-000108 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,680 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $3,501,542.

    13F-HR 0001964226-24-000004 filed by Arcadia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).