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Acorn Wealth Advisors, LLC: CGIC position timeline

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

Acorn Wealth Advisors, LLC held 174,302 CGIC 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 174,302 shares
    Change vs previous 13F +18,095 shares

    1.55% of the 13F portfolio, value $6,342,852.

    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 156,207 shares
    Change vs previous 13F +25,939 shares

    1.51% of the 13F portfolio, value $5,172,010.

    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 130,268 shares
    Change vs previous 13F +60,057 shares

    1.26% of the 13F portfolio, value $4,233,702.

    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 70,211 shares
    Change vs previous 13F +24,764 shares

    0.68% of the 13F portfolio, value $2,163,209.

    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 45,447 shares
    Change vs previous 13F +1,718 shares

    0.49% of the 13F portfolio, value $1,322,962.

    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 43,729 shares
    Change vs previous 13F +6,377 shares

    0.47% of the 13F portfolio, value $1,136,079.

    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 37,352 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $898,151.

    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).