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Acorn Wealth Advisors, LLC: DFEV position timeline

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

Acorn Wealth Advisors, LLC held 37,040 DFEV 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 37,040 shares
    Change vs previous 13F +5,381 shares

    0.39% of the 13F portfolio, value $1,580,410.

    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 31,659 shares
    Change vs previous 13F +6,211 shares

    0.33% of the 13F portfolio, value $1,132,761.

    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 25,448 shares
    Change vs previous 13F +10,322 shares

    0.26% of the 13F portfolio, value $858,616.

    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 15,126 shares
    Change vs previous 13F +4,861 shares

    0.15% of the 13F portfolio, value $482,373.

    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 10,265 shares
    Change vs previous 13F +1,331 shares

    0.11% of the 13F portfolio, value $307,853.

    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 8,934 shares
    Change vs previous 13F +577 shares

    0.1% of the 13F portfolio, value $241,657.

    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 8,357 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $219,037.

    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).