Arcadia Wealth Management, LLC: SPY position timeline

Arcadia Wealth Management, LLC held 577 SPY 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 577 shares

   Change vs previous 13F -251 shares

   0.14% of the 13F portfolio, value $430,958.

   13F-HR 0002085853-26-000776 filed by Arcadia Wealth Management, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 828 shares

   Change vs previous 13F +228 shares

   0.19% of the 13F portfolio, value $538,305.

   13F-HR 0002085853-26-000510 filed by Arcadia Wealth Management, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 600 shares

   Change vs previous 13F -22 shares

   0.15% of the 13F portfolio, value $409,220.

   13F-HR 0002085853-26-000189 filed by Arcadia Wealth Management, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 622 shares

   Change vs previous 13F -91 shares

   0.16% of the 13F portfolio, value $414,183.

   13F-HR 0002085853-25-000253 filed by Arcadia Wealth Management, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 713 shares

   Change vs previous 13F +164 shares

   0.19% of the 13F portfolio, value $440,249.

   13F-HR 0001667731-25-000873 filed by Arcadia Wealth Management, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 549 shares

   Change vs previous 13F +166 shares

   0.15% of the 13F portfolio, value $307,004.

   13F-HR 0001667731-25-000593 filed by Arcadia Wealth Management, LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 383 shares

   Change vs previous 13F +23 shares

   0.11% of the 13F portfolio, value $224,525.

   13F-HR 0001667731-25-000108 filed by Arcadia Wealth Management, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 360 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $206,795.

   13F-HR 0001964226-24-000004 filed by Arcadia Wealth Management, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).