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Acorn Wealth Advisors, LLC: BUFR position timeline

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

Acorn Wealth Advisors, LLC held 90,579 BUFR 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 90,579 shares
    Change vs previous 13F +333 shares

    0.81% of the 13F portfolio, value $3,308,851.

    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 90,246 shares
    Change vs previous 13F -13,229 shares

    0.89% of the 13F portfolio, value $3,047,607.

    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 103,475 shares
    Change vs previous 13F -3,809 shares

    1.06% of the 13F portfolio, value $3,545,053.

    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 107,284 shares
    Change vs previous 13F -6,148 shares

    1.12% of the 13F portfolio, value $3,585,431.

    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 113,432 shares
    Change vs previous 13F -3,404 shares

    1.34% of the 13F portfolio, value $3,607,138.

    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 116,836 shares
    Change vs previous 13F -6,142 shares

    1.44% of the 13F portfolio, value $3,468,861.

    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 122,978 shares
    Change vs previous 13F -12,192 shares

    1.55% of the 13F portfolio, value $3,747,140.

    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 135,170 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $4,040,231.

    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).