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Arcadia Wealth Management, LLC: IWX position timeline

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

Arcadia Wealth Management, LLC held 13,956 IWX 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 13,956 shares
    Change vs previous 13F -28 shares

    0.46% of the 13F portfolio, value $1,467,593.

    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 13,984 shares
    Change vs previous 13F -459 shares

    0.47% of the 13F portfolio, value $1,295,922.

    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 14,443 shares
    Change vs previous 13F -17 shares

    0.49% of the 13F portfolio, value $1,326,766.

    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 14,460 shares
    Change vs previous 13F -1,212 shares

    0.5% of the 13F portfolio, value $1,270,752.

    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 15,672 shares
    Change vs previous 13F -840 shares

    0.58% of the 13F portfolio, value $1,319,422.

    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 16,512 shares
    Change vs previous 13F -39 shares

    0.67% of the 13F portfolio, value $1,356,952.

    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 16,551 shares
    Change vs previous 13F -810 shares

    0.66% of the 13F portfolio, value $1,307,997.

    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 17,361 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,404,313.

    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).