Skip to content
Disclosery

Acorn Wealth Advisors, LLC: DISV position timeline

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

Acorn Wealth Advisors, LLC held 50,963 DISV 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 50,963 shares
    Change vs previous 13F +4,957 shares

    0.5% of the 13F portfolio, value $2,045,159.

    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 46,006 shares
    Change vs previous 13F +7,450 shares

    0.53% of the 13F portfolio, value $1,814,457.

    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 38,556 shares
    Change vs previous 13F +15,460 shares

    0.44% of the 13F portfolio, value $1,465,145.

    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 23,096 shares
    Change vs previous 13F +5,883 shares

    0.26% of the 13F portfolio, value $824,311.

    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 17,213 shares
    Change vs previous 13F +890 shares

    0.21% of the 13F portfolio, value $566,496.

    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 16,323 shares
    Change vs previous 13F +978 shares

    0.2% of the 13F portfolio, value $475,326.

    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 15,345 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $407,723.

    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).