Skip to content
Disclosery

Arkadios Wealth Advisors: IVW position timeline

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

Arkadios Wealth Advisors held 588,050 IVW 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 588,050 shares
    Change vs previous 13F +91,856 shares

    1.24% of the 13F portfolio, value $80,874,454.

    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 496,194 shares
    Change vs previous 13F +122,778 shares

    0.93% of the 13F portfolio, value $56,124,446.

    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 373,416 shares
    Change vs previous 13F +81,215 shares

    0.91% of the 13F portfolio, value $46,027,277.

    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 292,201 shares
    Change vs previous 13F -13,490 shares

    0.87% of the 13F portfolio, value $35,274,399.

    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 305,691 shares
    Change vs previous 13F +38,035 shares

    1.01% of the 13F portfolio, value $33,656,667.

    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 267,656 shares
    Change vs previous 13F +191,915 shares

    0.94% of the 13F portfolio, value $24,846,476.

    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 75,741 shares
    Change vs previous 13F +9,515 shares

    0.42% of the 13F portfolio, value $7,690,006.

    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 66,226 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,341,151.

    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).