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Acorn Wealth Advisors, LLC: DFSD position timeline

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

Acorn Wealth Advisors, LLC held 71,979 DFSD 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 71,979 shares
    Change vs previous 13F +4,829 shares

    0.84% of the 13F portfolio, value $3,436,997.

    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 67,150 shares
    Change vs previous 13F +2,000 shares

    0.94% of the 13F portfolio, value $3,215,124.

    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 65,150 shares
    Change vs previous 13F -7,662 shares

    0.93% of the 13F portfolio, value $3,123,923.

    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 72,812 shares
    Change vs previous 13F -20 shares

    1.1% of the 13F portfolio, value $3,508,819.

    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 72,832 shares
    Change vs previous 13F -1,470 shares

    1.3% of the 13F portfolio, value $3,496,670.

    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 74,302 shares
    Change vs previous 13F +17,840 shares

    1.47% of the 13F portfolio, value $3,530,831.

    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 56,462 shares
    Change vs previous 13F -5,157 shares

    1.09% of the 13F portfolio, value $2,646,939.

    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 61,619 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,941,691.

    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).