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Arkadios Wealth Advisors: IVE position timeline

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

Arkadios Wealth Advisors held 80,300 IVE 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 80,300 shares
    Change vs previous 13F +985 shares

    0.28% of the 13F portfolio, value $18,233,122.

    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 79,315 shares
    Change vs previous 13F +4,439 shares

    0.28% of the 13F portfolio, value $16,747,240.

    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 74,876 shares
    Change vs previous 13F +13,561 shares

    0.31% of the 13F portfolio, value $15,878,940.

    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 61,315 shares
    Change vs previous 13F +4,048 shares

    0.31% of the 13F portfolio, value $12,662,107.

    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 57,267 shares
    Change vs previous 13F +9,306 shares

    0.34% of the 13F portfolio, value $11,191,026.

    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 47,961 shares
    Change vs previous 13F +41,435 shares

    0.35% of the 13F portfolio, value $9,140,428.

    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 6,526 shares
    Change vs previous 13F +921 shares

    0.07% of the 13F portfolio, value $1,245,663.

    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 5,605 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,105,215.

    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).