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Arcadia Wealth Management, LLC: IWY position timeline

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

Arcadia Wealth Management, LLC held 7,693 IWY 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 7,693 shares
    Change vs previous 13F -329 shares

    0.7% of the 13F portfolio, value $2,235,799.

    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 8,022 shares
    Change vs previous 13F -151 shares

    0.72% of the 13F portfolio, value $1,996,310.

    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 8,173 shares
    Change vs previous 13F -264 shares

    0.84% of the 13F portfolio, value $2,263,428.

    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 8,437 shares
    Change vs previous 13F -982 shares

    0.92% of the 13F portfolio, value $2,308,843.

    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 9,419 shares
    Change vs previous 13F -194 shares

    1.01% of the 13F portfolio, value $2,321,815.

    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 9,613 shares
    Change vs previous 13F -171 shares

    1% of the 13F portfolio, value $2,027,786.

    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 9,784 shares
    Change vs previous 13F -1,004 shares

    1.16% of the 13F portfolio, value $2,301,917.

    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 10,788 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,373,920.

    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).