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Acorn Wealth Advisors, LLC: MBSF position timeline

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

Acorn Wealth Advisors, LLC held 125,594 MBSF 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 125,594 shares
    Change vs previous 13F +13,492 shares

    0.79% of the 13F portfolio, value $3,224,626.

    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 112,102 shares
    Change vs previous 13F +25,481 shares

    0.83% of the 13F portfolio, value $2,859,722.

    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 86,621 shares
    Change vs previous 13F +63,150 shares

    0.66% of the 13F portfolio, value $2,221,378.

    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 23,471 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $597,806.

    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 23,471 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $598,980.

    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 23,471 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $597,468.

    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 23,471 shares
    Change vs previous 13F -7,372 shares

    0.25% of the 13F portfolio, value $596,163.

    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 30,843 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $790,506.

    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).