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Arkadios Wealth Advisors: IYH position timeline

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

Arkadios Wealth Advisors held 31,113 IYH 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 31,113 shares
    Change vs previous 13F -266 shares

    0.03% of the 13F portfolio, value $2,084,880.

    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 31,379 shares
    Change vs previous 13F +987 shares

    0.03% of the 13F portfolio, value $1,934,193.

    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 30,392 shares
    Change vs previous 13F +7,954 shares

    0.04% of the 13F portfolio, value $1,978,540.

    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 22,438 shares
    Change vs previous 13F -318 shares

    0.03% of the 13F portfolio, value $1,317,609.

    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 22,756 shares
    Change vs previous 13F +1,922 shares

    0.04% of the 13F portfolio, value $1,285,288.

    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 20,834 shares
    Change vs previous 13F +4,487 shares

    0.05% of the 13F portfolio, value $1,268,540.

    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 16,347 shares
    Change vs previous 13F -83 shares

    0.05% of the 13F portfolio, value $952,544.

    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 16,430 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,067,948.

    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).