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Disclosery

Michels Family Financial, LLC: ACWX position timeline

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

Michels Family Financial, LLC held 7,102 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,102 shares
    Change vs previous 13F -133 shares

    0.35% of the 13F portfolio, value $540,539.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 7,235 shares
    Change vs previous 13F -43 shares

    0.36% of the 13F portfolio, value $495,400.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 7,278 shares
    Change vs previous 13F +77 shares

    0.36% of the 13F portfolio, value $488,573.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 7,201 shares
    Change vs previous 13F -234 shares

    0.36% of the 13F portfolio, value $468,115.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 7,435 shares
    Change vs previous 13F -53 shares

    0.39% of the 13F portfolio, value $453,083.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 7,488 shares
    Change vs previous 13F -69 shares

    0.38% of the 13F portfolio, value $415,186.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 7,557 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $394,149.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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