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Acorn Wealth Advisors, LLC: SIO position timeline

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

Acorn Wealth Advisors, LLC held 12,020 SIO 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 12,020 shares
    Change vs previous 13F -3,267 shares

    0.08% of the 13F portfolio, value $308,670.

    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 15,287 shares
    Change vs previous 13F -8,364 shares

    0.11% of the 13F portfolio, value $391,818.

    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 23,651 shares
    Change vs previous 13F -70,671 shares

    0.18% of the 13F portfolio, value $613,735.

    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 94,322 shares
    Change vs previous 13F +28,099 shares

    0.78% of the 13F portfolio, value $2,483,498.

    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 66,223 shares
    Change vs previous 13F +8,693 shares

    0.64% of the 13F portfolio, value $1,730,811.

    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 57,530 shares
    Change vs previous 13F +2,282 shares

    0.62% of the 13F portfolio, value $1,483,181.

    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 55,248 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,403,614.

    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).