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Arkadios Wealth Advisors: IFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on IFV, newest first. How the timeline and the estimate are built.

Arkadios Wealth Advisors held 19,021 IFV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,021 shares
    Change vs previous 13F -5,930 shares

    0.01% of the 13F portfolio, value $512,276.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 24,951 shares
    Change vs previous 13F -6,081 shares

    0.01% of the 13F portfolio, value $630,516.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 31,032 shares
    Change vs previous 13F -519 shares

    0.02% of the 13F portfolio, value $770,536.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 31,551 shares
    Change vs previous 13F +80 shares

    0.02% of the 13F portfolio, value $772,401.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 31,471 shares
    Change vs previous 13F +326 shares

    0.02% of the 13F portfolio, value $721,316.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 31,145 shares
    Change vs previous 13F -2,083 shares

    0.02% of the 13F portfolio, value $622,909.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 33,228 shares
    Change vs previous 13F +2,333 shares

    0.03% of the 13F portfolio, value $636,986.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 30,895 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $650,102.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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