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Arcadia Wealth Management, LLC: DFSD position timeline

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

Arcadia Wealth Management, LLC held 33,020 DFSD 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 33,020 shares
    Change vs previous 13F -7,170 shares

    0.49% of the 13F portfolio, value $1,576,726.

    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 40,190 shares
    Change vs previous 13F -4,802 shares

    0.7% of the 13F portfolio, value $1,924,289.

    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 44,992 shares
    Change vs previous 13F -1,265 shares

    0.8% of the 13F portfolio, value $2,157,389.

    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 46,257 shares
    Change vs previous 13F -3,061 shares

    0.88% of the 13F portfolio, value $2,229,125.

    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 49,318 shares
    Change vs previous 13F +2,987 shares

    1.03% of the 13F portfolio, value $2,367,746.

    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 46,331 shares
    Change vs previous 13F +438 shares

    1.09% of the 13F portfolio, value $2,201,644.

    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 45,893 shares
    Change vs previous 13F +2,107 shares

    1.09% of the 13F portfolio, value $2,151,482.

    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 43,786 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,090,328.

    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).