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Acorn Wealth Advisors, LLC: SMOT position timeline

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

Acorn Wealth Advisors, LLC held 0 SMOT shares at 2026-03-31 per its 13F-HR filed 2026-04-30.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -21,529 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 21,529 shares
    Change vs previous 13F -3,466 shares

    0.23% of the 13F portfolio, value $779,355.

    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).

  3. period ended2025-09-30
    13F 24,995 shares
    Change vs previous 13F -10,328 shares

    0.28% of the 13F portfolio, value $901,807.

    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).

  4. period ended2025-06-30
    13F 35,323 shares
    Change vs previous 13F -3,315 shares

    0.46% of the 13F portfolio, value $1,229,238.

    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).

  5. period ended2025-03-31
    13F 38,638 shares
    Change vs previous 13F +1,412 shares

    0.53% of the 13F portfolio, value $1,266,956.

    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).

  6. period ended2024-12-31
    13F 37,226 shares
    Change vs previous 13F +1,329 shares

    0.53% of the 13F portfolio, value $1,283,197.

    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).

  7. period ended2024-09-30
    13F 35,897 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,257,476.

    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).