Skip to content
Disclosery

Aquire Wealth Advisors, LLC: ITM position timeline

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

Aquire Wealth Advisors, LLC held 15,843 ITM 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 15,843 shares
    Change vs previous 13F -3,471 shares

    0.17% of the 13F portfolio, value $744,463.

    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 19,314 shares
    Change vs previous 13F +23 shares

    0.24% of the 13F portfolio, value $896,749.

    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 19,291 shares
    Change vs previous 13F +32 shares

    0.24% of the 13F portfolio, value $909,764.

    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 19,259 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $897,469.

    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 19,259 shares
    Change vs previous 13F +48 shares

    0.24% of the 13F portfolio, value $875,707.

    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 19,211 shares
    Change vs previous 13F -5,696 shares

    0.27% of the 13F portfolio, value $874,293.

    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 24,907 shares
    Change vs previous 13F -16,043 shares

    0.36% of the 13F portfolio, value $1,148,213.

    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 40,950 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,922,603.

    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).