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Arcadia Wealth Management, LLC: IWD position timeline

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

Arcadia Wealth Management, LLC held 40,910 IWD 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 40,910 shares
    Change vs previous 13F +1,389 shares

    3.11% of the 13F portfolio, value $9,917,831.

    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 39,521 shares
    Change vs previous 13F -15,928 shares

    3.06% of the 13F portfolio, value $8,444,384.

    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 55,449 shares
    Change vs previous 13F +1,624 shares

    4.34% of the 13F portfolio, value $11,663,093.

    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 53,825 shares
    Change vs previous 13F +5,313 shares

    4.35% of the 13F portfolio, value $10,958,318.

    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 48,512 shares
    Change vs previous 13F +2,439 shares

    4.12% of the 13F portfolio, value $9,422,444.

    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 46,073 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $8,669,143.

    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).