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Arkadios Wealth Advisors: IVV position timeline

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

Arkadios Wealth Advisors held 166,177 IVV 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 166,177 shares
    Change vs previous 13F +2,565 shares

    1.91% of the 13F portfolio, value $124,447,829.

    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 163,612 shares
    Change vs previous 13F +20,645 shares

    1.77% of the 13F portfolio, value $106,872,970.

    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 142,967 shares
    Change vs previous 13F +15,551 shares

    1.94% of the 13F portfolio, value $97,923,766.

    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 127,416 shares
    Change vs previous 13F +19,577 shares

    2.09% of the 13F portfolio, value $85,279,575.

    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 107,839 shares
    Change vs previous 13F +12,190 shares

    2.01% of the 13F portfolio, value $66,957,173.

    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 95,649 shares
    Change vs previous 13F +34,591 shares

    2.04% of the 13F portfolio, value $53,744,803.

    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 61,058 shares
    Change vs previous 13F +16,685 shares

    1.96% of the 13F portfolio, value $35,943,799.

    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 44,373 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $25,595,099.

    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).