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Aquire Wealth Advisors, LLC: SPIP position timeline

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

Aquire Wealth Advisors, LLC held 206,789 SPIP 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 206,789 shares
    Change vs previous 13F -21,348 shares

    1.22% of the 13F portfolio, value $5,310,362.

    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 228,137 shares
    Change vs previous 13F -7,017 shares

    1.56% of the 13F portfolio, value $5,933,848.

    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 235,154 shares
    Change vs previous 13F -18,036 shares

    1.59% of the 13F portfolio, value $6,102,250.

    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 253,190 shares
    Change vs previous 13F +4,485 shares

    1.64% of the 13F portfolio, value $6,662,697.

    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 248,705 shares
    Change vs previous 13F +35,142 shares

    1.74% of the 13F portfolio, value $6,481,255.

    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 213,563 shares
    Change vs previous 13F -1,855 shares

    1.73% of the 13F portfolio, value $5,633,814.

    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 215,418 shares
    Change vs previous 13F +12,096 shares

    1.69% of the 13F portfolio, value $5,452,249.

    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 203,322 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $5,343,309.

    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).