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Acorn Wealth Advisors, LLC: DIAL position timeline

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

Acorn Wealth Advisors, LLC held 38,384 DIAL 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 38,384 shares
    Change vs previous 13F -4,761 shares

    0.17% of the 13F portfolio, value $697,437.

    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 43,145 shares
    Change vs previous 13F -1,700 shares

    0.23% of the 13F portfolio, value $780,062.

    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 44,845 shares
    Change vs previous 13F -6,659 shares

    0.25% of the 13F portfolio, value $823,130.

    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 51,504 shares
    Change vs previous 13F -6,753 shares

    0.3% of the 13F portfolio, value $950,249.

    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 58,257 shares
    Change vs previous 13F -130 shares

    0.39% of the 13F portfolio, value $1,060,860.

    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 58,387 shares
    Change vs previous 13F -7,673 shares

    0.43% of the 13F portfolio, value $1,043,960.

    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 66,060 shares
    Change vs previous 13F -4,075 shares

    0.48% of the 13F portfolio, value $1,158,032.

    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 70,135 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,296,095.

    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).