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Arkadios Wealth Advisors: IWF position timeline

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

Arkadios Wealth Advisors held 269,930 IWF 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 269,930 shares
    Change vs previous 13F +198,327 shares

    0.51% of the 13F portfolio, value $33,517,168.

    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 71,603 shares
    Change vs previous 13F -2,842 shares

    0.5% of the 13F portfolio, value $30,531,790.

    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 74,445 shares
    Change vs previous 13F +32,276 shares

    0.7% of the 13F portfolio, value $35,234,745.

    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 42,169 shares
    Change vs previous 13F +3,677 shares

    0.48% of the 13F portfolio, value $19,752,428.

    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 38,492 shares
    Change vs previous 13F -1,539 shares

    0.49% of the 13F portfolio, value $16,342,698.

    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 40,031 shares
    Change vs previous 13F +19,214 shares

    0.55% of the 13F portfolio, value $14,454,816.

    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 20,817 shares
    Change vs previous 13F -1,138 shares

    0.46% of the 13F portfolio, value $8,359,650.

    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 21,955 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $8,241,419.

    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).