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Arcadia Wealth Management, LLC: IWF position timeline

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

Arcadia Wealth Management, LLC held 106,025 IWF 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 106,025 shares
    Change vs previous 13F +76,716 shares

    4.13% of the 13F portfolio, value $13,165,088.

    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 29,309 shares
    Change vs previous 13F -1,325 shares

    4.52% of the 13F portfolio, value $12,497,308.

    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 30,634 shares
    Change vs previous 13F -1,624 shares

    5.39% of the 13F portfolio, value $14,498,974.

    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 32,258 shares
    Change vs previous 13F +7,074 shares

    5.99% of the 13F portfolio, value $15,110,049.

    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 25,184 shares
    Change vs previous 13F +785 shares

    4.67% of the 13F portfolio, value $10,692,509.

    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 24,399 shares
    Change vs previous 13F +23,852 shares

    4.35% of the 13F portfolio, value $8,810,302.

    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 547 shares
    Change vs previous 13F -9,377 shares

    0.11% of the 13F portfolio, value $219,778.

    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 9,924 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $3,721,200.

    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).