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Ashford Advisors, LLC: ACWI position timeline

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

Ashford Advisors, LLC held 120,933 ACWI 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 120,933 shares
    Change vs previous 13F +106 shares

    3.92% of the 13F portfolio, value $18,982,853.

    13F-HR 0001861158-26-000004 filed by Ashford 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 120,827 shares
    Change vs previous 13F 0 shares

    3.89% of the 13F portfolio, value $16,718,832.

    13F-HR 0001861158-26-000003 filed by Ashford 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 120,827 shares
    Change vs previous 13F +1,254 shares

    3.74% of the 13F portfolio, value $17,095,812.

    13F-HR 0001861158-26-000002 filed by Ashford 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 119,573 shares
    Change vs previous 13F -3,789 shares

    3.66% of the 13F portfolio, value $16,529,771.

    13F-HR 0001861158-25-000006 filed by Ashford 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 123,362 shares
    Change vs previous 13F +606 shares

    3.68% of the 13F portfolio, value $15,864,353.

    13F-HR 0001861158-25-000002 filed by Ashford 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 122,756 shares
    Change vs previous 13F -363 shares

    3.57% of the 13F portfolio, value $14,287,571.

    13F-HR 0001861158-25-000001 filed by Ashford 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 123,119 shares
    Change vs previous 13F +2,691 shares

    3.34% of the 13F portfolio, value $14,466,483.

    13F-HR 0002042928-25-000002 filed by Ashford 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 120,428 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $14,397,167.

    13F-HR 0001861158-24-000010 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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