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Acorn Wealth Advisors, LLC: FTCB position timeline

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

Acorn Wealth Advisors, LLC held 208,786 FTCB 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 208,786 shares
    Change vs previous 13F +34,770 shares

    1.06% of the 13F portfolio, value $4,354,224.

    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 174,016 shares
    Change vs previous 13F +28,470 shares

    1.06% of the 13F portfolio, value $3,647,372.

    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 145,546 shares
    Change vs previous 13F +27,324 shares

    0.92% of the 13F portfolio, value $3,089,942.

    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 118,222 shares
    Change vs previous 13F +27,953 shares

    0.79% of the 13F portfolio, value $2,519,311.

    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 90,269 shares
    Change vs previous 13F +8,985 shares

    0.71% of the 13F portfolio, value $1,901,065.

    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 81,284 shares
    Change vs previous 13F +5,677 shares

    0.71% of the 13F portfolio, value $1,706,151.

    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 75,607 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,561,285.

    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).