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Arkadios Wealth Advisors: IUSV position timeline

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

Arkadios Wealth Advisors held 62,727 IUSV 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 62,727 shares
    Change vs previous 13F +5,318 shares

    0.11% of the 13F portfolio, value $6,909,384.

    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 57,409 shares
    Change vs previous 13F +6,839 shares

    0.1% of the 13F portfolio, value $5,870,132.

    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 50,570 shares
    Change vs previous 13F +46,486 shares

    0.1% of the 13F portfolio, value $5,185,436.

    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 4,084 shares
    Change vs previous 13F +181 shares

    0.01% of the 13F portfolio, value $408,173.

    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 3,903 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $369,333.

    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 3,827 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $353,214.

    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).