Acorn Wealth Advisors, LLC: WTAI position timeline

Acorn Wealth Advisors, LLC held 9,132 WTAI 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 9,132 shares

   Change vs previous 13F +9,132 shares

   0.11% of the 13F portfolio, value $433,483.

   13F-HR 0001104659-26-088536 filed by Acorn Wealth Advisors, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -12,773 shares

   13F-HR 0001104659-25-077729 filed by Acorn Wealth Advisors, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

3. period ended2025-03-31

   13F 12,773 shares

   Change vs previous 13F -443 shares

   0.1% of the 13F portfolio, value $242,692.

   13F-HR 0001104659-25-043180 filed by Acorn Wealth Advisors, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 13,216 shares

   Change vs previous 13F +92 shares

   0.12% of the 13F portfolio, value $290,758.

   13F-HR 0001104659-25-009023 filed by Acorn Wealth Advisors, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 13,124 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $261,563.

   13F-HR 0001104659-24-117389 filed by Acorn Wealth Advisors, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).