Skip to content
Disclosery

Portland Financial Advisors Inc: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portland Financial Advisors Inc on ACWV, newest first. How the timeline and the estimate are built.

Portland Financial Advisors Inc held 11,328 ACWV 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 11,328 shares
    Change vs previous 13F 0 shares

    2.49% of the 13F portfolio, value $1,361,965.

    13F-HR 0002054942-26-000003 filed by Portland Financial Advisors Inc
    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 11,328 shares
    Change vs previous 13F -826 shares

    2.82% of the 13F portfolio, value $1,353,809.

    13F-HR 0002054942-26-000002 filed by Portland Financial Advisors Inc
    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 12,154 shares
    Change vs previous 13F 0 shares

    3.07% of the 13F portfolio, value $1,443,288.

    13F-HR 0002054942-26-000001 filed by Portland Financial Advisors Inc
    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 12,154 shares
    Change vs previous 13F 0 shares

    3.11% of the 13F portfolio, value $1,457,508.

    13F-HR 0002054942-25-000006 filed by Portland Financial Advisors Inc
    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 12,154 shares
    Change vs previous 13F -187 shares

    3.46% of the 13F portfolio, value $1,441,100.

    13F-HR 0002054942-25-000003 filed by Portland Financial Advisors Inc
    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 12,341 shares
    Change vs previous 13F -257 shares

    3.67% of the 13F portfolio, value $1,436,122.

    13F-HR 0002054942-25-000002 filed by Portland Financial Advisors Inc
    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 12,598 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $1,375,702.

    13F-HR 0002054942-25-000001 filed by Portland Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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