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Advus Financial Partners, LLC: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advus Financial Partners, LLC on ACWX, newest first. How the timeline and the estimate are built.

Advus Financial Partners, LLC held 393,241 ACWX shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 393,241 shares
    Change vs previous 13F -5,556 shares

    8.53% of the 13F portfolio, value $29,929,536.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 398,797 shares
    Change vs previous 13F -40,655 shares

    10.34% of the 13F portfolio, value $27,305,621.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 439,452 shares
    Change vs previous 13F -12,142 shares

    10.6% of the 13F portfolio, value $29,500,437.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 451,594 shares
    Change vs previous 13F -4,194 shares

    10.89% of the 13F portfolio, value $29,358,120.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 455,788 shares
    Change vs previous 13F -9,655 shares

    10.97% of the 13F portfolio, value $27,775,776.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 465,443 shares
    Change vs previous 13F +26,499 shares

    11.06% of the 13F portfolio, value $25,808,834.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 438,944 shares
    Change vs previous 13F +24,446 shares

    9.81% of the 13F portfolio, value $22,895,338.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 414,498 shares
    Change vs previous 13F not available

    9.97% of the 13F portfolio, value $23,717,661.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested