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Acorn Wealth Advisors, LLC: DEHP position timeline

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

Acorn Wealth Advisors, LLC held 31,056 DEHP 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 31,056 shares
    Change vs previous 13F +1,475 shares

    0.32% of the 13F portfolio, value $1,328,257.

    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 29,581 shares
    Change vs previous 13F +4,611 shares

    0.29% of the 13F portfolio, value $999,525.

    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 24,970 shares
    Change vs previous 13F +9,767 shares

    0.24% of the 13F portfolio, value $805,267.

    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 15,203 shares
    Change vs previous 13F +4,130 shares

    0.15% of the 13F portfolio, value $464,311.

    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 11,073 shares
    Change vs previous 13F +1,289 shares

    0.12% of the 13F portfolio, value $310,050.

    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 9,784 shares
    Change vs previous 13F +581 shares

    0.1% of the 13F portfolio, value $246,753.

    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 9,203 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $227,672.

    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).