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Aquire Wealth Advisors, LLC: DFAE position timeline

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

Aquire Wealth Advisors, LLC held 1,134,603 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,134,603 shares
    Change vs previous 13F +40,920 shares

    10.46% of the 13F portfolio, value $45,622,392.

    13F-HR 0001172661-26-003106 filed by Aquire 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 1,093,683 shares
    Change vs previous 13F +12,084 shares

    9.74% of the 13F portfolio, value $37,032,095.

    13F-HR 0001172661-26-001464 filed by Aquire 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 1,081,599 shares
    Change vs previous 13F -52,605 shares

    9.17% of the 13F portfolio, value $35,227,683.

    13F-HR 0001172661-26-000032 filed by Aquire 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 1,134,204 shares
    Change vs previous 13F +40,146 shares

    8.81% of the 13F portfolio, value $35,761,469.

    13F-HR 0001172661-25-004321 filed by Aquire 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 1,094,058 shares
    Change vs previous 13F -161,736 shares

    8.51% of the 13F portfolio, value $31,672,976.

    13F-HR 0001172661-25-002675 filed by Aquire 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 1,255,794 shares
    Change vs previous 13F +64,177 shares

    10.01% of the 13F portfolio, value $32,512,512.

    13F-HR 0001172661-25-001630 filed by Aquire 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 1,191,617 shares
    Change vs previous 13F +61,915 shares

    9.36% of the 13F portfolio, value $30,231,323.

    13F-HR 0001172661-25-000757 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,129,702 shares
    Change vs previous 13F not available

    9.72% of the 13F portfolio, value $30,965,154.

    13F-HR 0001172661-24-004452 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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