Skip to content
Disclosery

Acorn Wealth Advisors, LLC: RDVI position timeline

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

Acorn Wealth Advisors, LLC held 31,816 RDVI 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 31,816 shares
    Change vs previous 13F +19,609 shares

    0.23% of the 13F portfolio, value $935,388.

    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 12,207 shares
    Change vs previous 13F +75 shares

    0.09% of the 13F portfolio, value $311,885.

    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 12,132 shares
    Change vs previous 13F -4,113 shares

    0.09% of the 13F portfolio, value $318,340.

    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 16,245 shares
    Change vs previous 13F +1,071 shares

    0.13% of the 13F portfolio, value $419,928.

    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 15,174 shares
    Change vs previous 13F +70 shares

    0.14% of the 13F portfolio, value $374,956.

    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 15,104 shares
    Change vs previous 13F +71 shares

    0.15% of the 13F portfolio, value $358,255.

    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 15,033 shares
    Change vs previous 13F -2,879 shares

    0.15% of the 13F portfolio, value $364,411.

    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 17,912 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $441,362.

    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).