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Arcadia Wealth Management, LLC: DFAE position timeline

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

Arcadia Wealth Management, LLC held 36,841 DFAE 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 36,841 shares
    Change vs previous 13F -6,202 shares

    0.47% of the 13F portfolio, value $1,481,381.

    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 43,043 shares
    Change vs previous 13F -1,804 shares

    0.53% of the 13F portfolio, value $1,457,436.

    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 44,847 shares
    Change vs previous 13F -988 shares

    0.54% of the 13F portfolio, value $1,460,653.

    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 45,835 shares
    Change vs previous 13F -1,952 shares

    0.57% of the 13F portfolio, value $1,445,183.

    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 47,787 shares
    Change vs previous 13F +1,699 shares

    0.6% of the 13F portfolio, value $1,383,441.

    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 46,088 shares
    Change vs previous 13F +1,243 shares

    0.59% of the 13F portfolio, value $1,193,208.

    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 44,845 shares
    Change vs previous 13F +18,498 shares

    0.58% of the 13F portfolio, value $1,137,714.

    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 26,347 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $722,164.

    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).