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Arcadia Wealth Management, LLC: DFIV position timeline

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

Arcadia Wealth Management, LLC held 25,346 DFIV 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 25,346 shares
    Change vs previous 13F -3,912 shares

    0.43% of the 13F portfolio, value $1,369,166.

    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 29,258 shares
    Change vs previous 13F -1,250 shares

    0.56% of the 13F portfolio, value $1,544,220.

    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 30,508 shares
    Change vs previous 13F -618 shares

    0.57% of the 13F portfolio, value $1,522,349.

    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 31,126 shares
    Change vs previous 13F -1,080 shares

    0.57% of the 13F portfolio, value $1,435,535.

    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 32,206 shares
    Change vs previous 13F +3,052 shares

    0.6% of the 13F portfolio, value $1,379,399.

    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 29,154 shares
    Change vs previous 13F +976 shares

    0.57% of the 13F portfolio, value $1,147,486.

    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 28,178 shares
    Change vs previous 13F +14,229 shares

    0.51% of the 13F portfolio, value $999,753.

    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 13,949 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $531,172.

    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).