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Arcadia Wealth Management, LLC: IVW position timeline

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

Arcadia Wealth Management, LLC held 19,508 IVW 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 19,508 shares
    Change vs previous 13F +7,908 shares

    0.84% of the 13F portfolio, value $2,682,881.

    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 11,600 shares
    Change vs previous 13F +2,347 shares

    0.47% of the 13F portfolio, value $1,312,087.

    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 9,253 shares
    Change vs previous 13F +37 shares

    0.42% of the 13F portfolio, value $1,140,565.

    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 9,216 shares
    Change vs previous 13F +1,988 shares

    0.44% of the 13F portfolio, value $1,112,585.

    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 7,228 shares
    Change vs previous 13F -33 shares

    0.35% of the 13F portfolio, value $795,855.

    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 7,261 shares
    Change vs previous 13F -327 shares

    0.33% of the 13F portfolio, value $674,023.

    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 7,588 shares
    Change vs previous 13F +5 shares

    0.39% of the 13F portfolio, value $770,402.

    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 7,583 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $726,096.

    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).