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Arcadia Wealth Management, LLC: SPYM position timeline

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

Arcadia Wealth Management, LLC held 218,104 SPYM 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 218,104 shares
    Change vs previous 13F +67,033 shares

    6.02% of the 13F portfolio, value $19,166,937.

    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 151,071 shares
    Change vs previous 13F +33,776 shares

    4.18% of the 13F portfolio, value $11,562,939.

    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 117,295 shares
    Change vs previous 13F -386 shares

    3.5% of the 13F portfolio, value $9,409,404.

    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 117,681 shares
    Change vs previous 13F -8,411 shares

    3.66% of the 13F portfolio, value $9,219,162.

    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 126,092 shares
    Change vs previous 13F +1,415 shares

    4.01% of the 13F portfolio, value $9,165,648.

    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 124,677 shares
    Change vs previous 13F -2,540 shares

    4.05% of the 13F portfolio, value $8,198,742.

    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 127,217 shares
    Change vs previous 13F +8,454 shares

    4.44% of the 13F portfolio, value $8,770,330.

    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 118,763 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $8,003,469.

    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).