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INVESTED ADVISORS: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTED ADVISORS on ACWX, newest first. How the timeline and the estimate are built.

INVESTED ADVISORS held 51,315 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,315 shares
    Change vs previous 13F +1,085 shares

    3.45% of the 13F portfolio, value $3,905,589.

    13F-HR 0002090165-26-000003 filed by INVESTED ADVISORS
    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 50,230 shares
    Change vs previous 13F +6,165 shares

    3.47% of the 13F portfolio, value $3,439,262.

    13F-HR 0002090165-26-000002 filed by INVESTED ADVISORS
    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 44,065 shares
    Change vs previous 13F +25,807 shares

    3.06% of the 13F portfolio, value $2,958,097.

    13F-HR 0002090165-26-000001 filed by INVESTED ADVISORS
    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 18,258 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $958,545.

    13F-HR 0002090165-25-000001 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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