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Acorn Wealth Advisors, LLC: SCHF position timeline

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

Acorn Wealth Advisors, LLC held 45,485 SCHF 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 45,485 shares
    Change vs previous 13F +4,640 shares

    0.31% of the 13F portfolio, value $1,259,940.

    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 40,845 shares
    Change vs previous 13F +12 shares

    0.29% of the 13F portfolio, value $1,010,917.

    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 40,833 shares
    Change vs previous 13F +974 shares

    0.29% of the 13F portfolio, value $981,631.

    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 39,859 shares
    Change vs previous 13F +1,621 shares

    0.29% of the 13F portfolio, value $927,919.

    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 38,238 shares
    Change vs previous 13F -856 shares

    0.31% of the 13F portfolio, value $845,052.

    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 39,094 shares
    Change vs previous 13F -481 shares

    0.32% of the 13F portfolio, value $773,281.

    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 39,575 shares
    Change vs previous 13F +19,219 shares

    0.3% of the 13F portfolio, value $732,133.

    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 20,356 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $837,025.

    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).