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Aquire Wealth Advisors, LLC: TFI position timeline

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

Aquire Wealth Advisors, LLC held 60,099 TFI 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 60,099 shares
    Change vs previous 13F -13,998 shares

    0.63% of the 13F portfolio, value $2,752,534.

    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 74,097 shares
    Change vs previous 13F -15,616 shares

    0.88% of the 13F portfolio, value $3,359,558.

    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 89,713 shares
    Change vs previous 13F +836 shares

    1.07% of the 13F portfolio, value $4,100,781.

    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 88,877 shares
    Change vs previous 13F -6,691 shares

    1% of the 13F portfolio, value $4,050,125.

    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 95,568 shares
    Change vs previous 13F +514 shares

    1.15% of the 13F portfolio, value $4,269,023.

    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 95,054 shares
    Change vs previous 13F -652 shares

    1.32% of the 13F portfolio, value $4,284,084.

    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 95,706 shares
    Change vs previous 13F +4,375 shares

    1.35% of the 13F portfolio, value $4,366,108.

    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 91,331 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $4,277,031.

    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).