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Arcadia Wealth Management, LLC: DFAR position timeline

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

Arcadia Wealth Management, LLC held 43,188 DFAR 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 43,188 shares
    Change vs previous 13F -8,385 shares

    0.35% of the 13F portfolio, value $1,129,808.

    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 51,573 shares
    Change vs previous 13F -2,522 shares

    0.44% of the 13F portfolio, value $1,219,700.

    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 54,095 shares
    Change vs previous 13F -943 shares

    0.46% of the 13F portfolio, value $1,238,837.

    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 55,038 shares
    Change vs previous 13F -8,329 shares

    0.52% of the 13F portfolio, value $1,312,646.

    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 63,367 shares
    Change vs previous 13F +5,361 shares

    0.65% of the 13F portfolio, value $1,486,579.

    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 58,006 shares
    Change vs previous 13F +1,239 shares

    0.68% of the 13F portfolio, value $1,378,807.

    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 56,767 shares
    Change vs previous 13F +3,482 shares

    0.67% of the 13F portfolio, value $1,320,962.

    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 53,285 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,366,234.

    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).