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Arkadios Wealth Advisors: IYW position timeline

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

Arkadios Wealth Advisors held 20,475 IYW 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 20,475 shares
    Change vs previous 13F -479 shares

    0.08% of the 13F portfolio, value $5,164,382.

    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 20,954 shares
    Change vs previous 13F -5,644 shares

    0.06% of the 13F portfolio, value $3,801,532.

    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 26,598 shares
    Change vs previous 13F +354 shares

    0.11% of the 13F portfolio, value $5,311,164.

    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 26,244 shares
    Change vs previous 13F -1,868 shares

    0.13% of the 13F portfolio, value $5,140,075.

    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 28,112 shares
    Change vs previous 13F +6,147 shares

    0.15% of the 13F portfolio, value $4,870,849.

    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 21,965 shares
    Change vs previous 13F +8,764 shares

    0.12% of the 13F portfolio, value $3,084,775.

    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 13,201 shares
    Change vs previous 13F +1,910 shares

    0.11% of the 13F portfolio, value $2,105,809.

    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 11,291 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,711,896.

    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).