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Austin Wealth Management, LLC: ACWI position timeline

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

Austin Wealth Management, LLC held 12,457 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,457 shares
    Change vs previous 13F -288 shares

    0.41% of the 13F portfolio, value $1,930,835.

    13F-HR 0002003112-26-000007 filed by Austin Wealth Management, 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 12,745 shares
    Change vs previous 13F -1,496 shares

    0.41% of the 13F portfolio, value $1,786,212.

    13F-HR 0002003112-26-000004 filed by Austin Wealth Management, 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 14,241 shares
    Change vs previous 13F -533 shares

    0.3% of the 13F portfolio, value $2,047,481.

    13F-HR 0002003112-26-000001 filed by Austin Wealth Management, 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 14,774 shares
    Change vs previous 13F -210 shares

    0.32% of the 13F portfolio, value $2,054,496.

    13F-HR 0002003112-25-000004 filed by Austin Wealth Management, 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 14,984 shares
    Change vs previous 13F -4,974 shares

    0.35% of the 13F portfolio, value $1,947,321.

    13F-HR 0001085146-25-004694 filed by Austin Wealth Management, 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 19,958 shares
    Change vs previous 13F -1,329 shares

    0.46% of the 13F portfolio, value $2,305,349.

    13F-HR 0001085146-25-002519 filed by Austin Wealth Management, 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 21,287 shares
    Change vs previous 13F -2,016 shares

    0.53% of the 13F portfolio, value $2,545,925.

    13F-HR 0001085146-25-000924 filed by Austin Wealth Management, 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 23,303 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,760,939.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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