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Arkadios Wealth Advisors: IWD position timeline

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

Arkadios Wealth Advisors held 98,500 IWD 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 98,500 shares
    Change vs previous 13F -6,990 shares

    0.37% of the 13F portfolio, value $23,879,292.

    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 105,490 shares
    Change vs previous 13F +973 shares

    0.37% of the 13F portfolio, value $22,540,011.

    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 104,517 shares
    Change vs previous 13F +31,256 shares

    0.44% of the 13F portfolio, value $21,984,084.

    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 73,261 shares
    Change vs previous 13F +14,842 shares

    0.37% of the 13F portfolio, value $14,915,258.

    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 58,419 shares
    Change vs previous 13F +22,102 shares

    0.34% of the 13F portfolio, value $11,346,842.

    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 36,317 shares
    Change vs previous 13F +15,050 shares

    0.26% of the 13F portfolio, value $6,833,433.

    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 21,267 shares
    Change vs previous 13F -350 shares

    0.21% of the 13F portfolio, value $3,937,137.

    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 21,617 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,102,819.

    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).