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Disclosery

Drake & Associates, LLC: ACWI position timeline

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

Drake & Associates, LLC held 276,605 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,605 shares
    Change vs previous 13F +20,340 shares

    7.31% of the 13F portfolio, value $43,418,719.

    13F-HR 0001935795-26-000003 filed by Drake & Associates, 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 256,265 shares
    Change vs previous 13F +32,880 shares

    6.76% of the 13F portfolio, value $35,459,387.

    13F-HR 0001935795-26-000002 filed by Drake & Associates, 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 223,385 shares
    Change vs previous 13F +19,161 shares

    6.3% of the 13F portfolio, value $31,606,733.

    13F-HR 0001935795-26-000001 filed by Drake & Associates, 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 204,224 shares
    Change vs previous 13F +20,997 shares

    6.01% of the 13F portfolio, value $28,705,746.

    13F-HR 0001935795-25-000008 filed by Drake & Associates, 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 183,227 shares
    Change vs previous 13F +7,465 shares

    5.77% of the 13F portfolio, value $23,562,931.

    13F-HR 0001935795-25-000003 filed by Drake & Associates, 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 175,762 shares
    Change vs previous 13F +4,022 shares

    5.75% of the 13F portfolio, value $20,456,900.

    13F-HR 0001935795-25-000002 filed by Drake & Associates, 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 171,740 shares
    Change vs previous 13F +9,053 shares

    5.93% of the 13F portfolio, value $20,837,173.

    13F-HR 0001935795-25-000001 filed by Drake & Associates, 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 162,687 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $19,449,217.

    13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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