Skip to content
Disclosery

Acorn Wealth Advisors, LLC: SHY position timeline

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

Acorn Wealth Advisors, LLC held 13,023 SHY 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 13,023 shares
    Change vs previous 13F -4,545 shares

    0.26% of the 13F portfolio, value $1,069,337.

    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 17,568 shares
    Change vs previous 13F -1,878 shares

    0.42% of the 13F portfolio, value $1,450,622.

    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 19,446 shares
    Change vs previous 13F -988 shares

    0.48% of the 13F portfolio, value $1,610,483.

    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 20,434 shares
    Change vs previous 13F +518 shares

    0.53% of the 13F portfolio, value $1,695,221.

    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 19,916 shares
    Change vs previous 13F +60 shares

    0.61% of the 13F portfolio, value $1,650,244.

    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 19,856 shares
    Change vs previous 13F +408 shares

    0.68% of the 13F portfolio, value $1,642,698.

    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 19,448 shares
    Change vs previous 13F -1,331 shares

    0.66% of the 13F portfolio, value $1,594,377.

    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 20,779 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,727,806.

    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).