Skip to content
Disclosery

Acorn Wealth Advisors, LLC: BX position timeline

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

Acorn Wealth Advisors, LLC held 14,920 BX 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 14,920 shares
    Change vs previous 13F -158 shares

    0.43% of the 13F portfolio, value $1,755,625.

    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 15,078 shares
    Change vs previous 13F -1,540 shares

    0.51% of the 13F portfolio, value $1,733,787.

    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 16,618 shares
    Change vs previous 13F +164 shares

    0.76% of the 13F portfolio, value $2,561,426.

    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 16,454 shares
    Change vs previous 13F -47 shares

    0.88% of the 13F portfolio, value $2,811,180.

    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 16,501 shares
    Change vs previous 13F +813 shares

    0.92% of the 13F portfolio, value $2,468,239.

    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 15,688 shares
    Change vs previous 13F +69 shares

    0.91% of the 13F portfolio, value $2,192,856.

    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 15,619 shares
    Change vs previous 13F -309 shares

    1.11% of the 13F portfolio, value $2,693,016.

    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 15,928 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,439,070.

    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).