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Acumen Wealth Advisors, LLC: UL position timeline

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

Acumen Wealth Advisors, LLC held 3,288 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,288 shares
    Change vs previous 13F -53,575 shares

    0.04% of the 13F portfolio, value $197,675.

    13F-HR 0001939202-26-000004 filed by Acumen 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 56,863 shares
    Change vs previous 13F -5,856 shares

    0.88% of the 13F portfolio, value $3,274,779.

    13F-HR 0001939202-26-000003 filed by Acumen 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 62,719 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $4,101,824.

    13F-HR 0001939202-26-000002 filed by Acumen Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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