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Acorn Wealth Advisors, LLC: BND position timeline

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

Acorn Wealth Advisors, LLC held 267,556 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 267,556 shares
    Change vs previous 13F -6,810 shares

    4.79% of the 13F portfolio, value $19,641,268.

    13F-HR 0001104659-26-088536 filed by Acorn Wealth Advisors, LLC
    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 274,366 shares
    Change vs previous 13F +7,961 shares

    5.89% of the 13F portfolio, value $20,204,301.

    13F-HR 0001104659-26-052366 filed by Acorn Wealth Advisors, LLC
    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 266,405 shares
    Change vs previous 13F +20,836 shares

    5.88% of the 13F portfolio, value $19,732,651.

    13F-HR 0001104659-26-012383 filed by Acorn Wealth Advisors, LLC
    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 245,569 shares
    Change vs previous 13F +70 shares

    5.73% of the 13F portfolio, value $18,263,003.

    13F-HR 0001104659-25-104731 filed by Acorn Wealth Advisors, LLC
    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 245,499 shares
    Change vs previous 13F -5,043 shares

    6.72% of the 13F portfolio, value $18,076,079.

    13F-HR 0001104659-25-077729 filed by Acorn Wealth Advisors, LLC
    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 250,542 shares
    Change vs previous 13F -5,355 shares

    7.66% of the 13F portfolio, value $18,402,346.

    13F-HR 0001104659-25-043180 filed by Acorn Wealth Advisors, LLC
    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 255,897 shares
    Change vs previous 13F -3,643 shares

    7.6% of the 13F portfolio, value $18,401,542.

    13F-HR 0001104659-25-009023 filed by Acorn Wealth Advisors, LLC
    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 259,540 shares
    Change vs previous 13F not available

    8.38% of the 13F portfolio, value $19,494,022.

    13F-HR 0001104659-24-117389 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).