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OAK FAMILY ADVISORS, LLC: ACWI position timeline

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

OAK FAMILY ADVISORS, LLC held 16,300 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,300 shares
    Change vs previous 13F -985 shares

    0.74% of the 13F portfolio, value $2,558,611.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY 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 17,285 shares
    Change vs previous 13F -3,267 shares

    0.74% of the 13F portfolio, value $2,391,725.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY 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 20,552 shares
    Change vs previous 13F -20,068 shares

    0.89% of the 13F portfolio, value $2,907,921.

    13F-HR 0001846161-26-000001 filed by OAK FAMILY 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 40,620 shares
    Change vs previous 13F -4,699 shares

    1.82% of the 13F portfolio, value $5,615,317.

    13F-HR 0001846161-25-000005 filed by OAK FAMILY 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 45,319 shares
    Change vs previous 13F +41,429 shares

    2.11% of the 13F portfolio, value $5,828,031.

    13F-HR 0001846161-25-000004 filed by OAK FAMILY 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 3,890 shares
    Change vs previous 13F -8,300 shares

    0.19% of the 13F portfolio, value $452,757.

    13F-HR 0001846161-25-000002 filed by OAK FAMILY 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 12,190 shares
    Change vs previous 13F +9,317 shares

    0.56% of the 13F portfolio, value $1,432,325.

    13F-HR 0001846161-25-000001 filed by OAK FAMILY 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 2,873 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $343,467.

    13F-HR 0001846161-24-000006 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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