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Arkadios Wealth Advisors: IJH position timeline

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

Arkadios Wealth Advisors held 328,820 IJH 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 328,820 shares
    Change vs previous 13F -1,912 shares

    0.39% of the 13F portfolio, value $25,355,351.

    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 330,732 shares
    Change vs previous 13F +50,421 shares

    0.37% of the 13F portfolio, value $22,334,284.

    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 280,311 shares
    Change vs previous 13F +42,632 shares

    0.37% of the 13F portfolio, value $18,500,536.

    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 237,679 shares
    Change vs previous 13F +19,117 shares

    0.38% of the 13F portfolio, value $15,510,926.

    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 218,562 shares
    Change vs previous 13F +10,659 shares

    0.41% of the 13F portfolio, value $13,555,246.

    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 207,903 shares
    Change vs previous 13F +118,803 shares

    0.46% of the 13F portfolio, value $12,131,161.

    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 89,100 shares
    Change vs previous 13F +4,869 shares

    0.3% of the 13F portfolio, value $5,551,836.

    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 84,231 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $5,249,249.

    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).