Skip to content
Disclosery

Acorn Wealth Advisors, LLC: SCHY position timeline

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

Acorn Wealth Advisors, LLC held 28,892 SCHY 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 28,892 shares
    Change vs previous 13F +2,407 shares

    0.22% of the 13F portfolio, value $916,744.

    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 26,485 shares
    Change vs previous 13F +3,730 shares

    0.24% of the 13F portfolio, value $838,510.

    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 22,755 shares
    Change vs previous 13F +909 shares

    0.2% of the 13F portfolio, value $678,551.

    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 21,846 shares
    Change vs previous 13F +1,401 shares

    0.19% of the 13F portfolio, value $610,388.

    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 20,445 shares
    Change vs previous 13F +1,130 shares

    0.21% of the 13F portfolio, value $559,176.

    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 19,315 shares
    Change vs previous 13F -777 shares

    0.2% of the 13F portfolio, value $490,211.

    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 20,092 shares
    Change vs previous 13F -13,831 shares

    0.19% of the 13F portfolio, value $464,518.

    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 33,923 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $887,776.

    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).