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Arkadios Wealth Advisors: IWY position timeline

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

Arkadios Wealth Advisors held 77,729 IWY 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 77,729 shares
    Change vs previous 13F +59 shares

    0.35% of the 13F portfolio, value $22,589,684.

    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 77,670 shares
    Change vs previous 13F +1,359 shares

    0.32% of the 13F portfolio, value $19,327,274.

    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 76,311 shares
    Change vs previous 13F +70,712 shares

    0.42% of the 13F portfolio, value $21,133,473.

    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 5,599 shares
    Change vs previous 13F +266 shares

    0.04% of the 13F portfolio, value $1,532,257.

    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 5,333 shares
    Change vs previous 13F -494 shares

    0.04% of the 13F portfolio, value $1,314,571.

    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 5,827 shares
    Change vs previous 13F -98 shares

    0.05% of the 13F portfolio, value $1,229,139.

    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 5,925 shares
    Change vs previous 13F +302 shares

    0.08% of the 13F portfolio, value $1,393,921.

    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 5,623 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,237,306.

    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).