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Acorn Wealth Advisors, LLC: DFGP position timeline

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

Acorn Wealth Advisors, LLC held 74,907 DFGP 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 74,907 shares
    Change vs previous 13F +16,466 shares

    0.99% of the 13F portfolio, value $4,079,444.

    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 58,441 shares
    Change vs previous 13F -3,860 shares

    0.92% of the 13F portfolio, value $3,155,221.

    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 62,301 shares
    Change vs previous 13F -5,563 shares

    1% of the 13F portfolio, value $3,368,637.

    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 67,864 shares
    Change vs previous 13F -3,728 shares

    1.18% of the 13F portfolio, value $3,771,182.

    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 71,592 shares
    Change vs previous 13F -1,523 shares

    1.45% of the 13F portfolio, value $3,901,050.

    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 73,115 shares
    Change vs previous 13F -939 shares

    1.63% of the 13F portfolio, value $3,906,534.

    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 74,054 shares
    Change vs previous 13F +10,574 shares

    1.62% of the 13F portfolio, value $3,912,273.

    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 63,480 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,497,748.

    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).