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Portus Wealth Advisors, LLC: ACWI position timeline

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

Portus Wealth Advisors, LLC held 119,979 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,979 shares
    Change vs previous 13F +2,466 shares

    15.5% of the 13F portfolio, value $18,833,182.

    13F-HR 0002097516-26-000006 filed by Portus Wealth 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 117,513 shares
    Change vs previous 13F +1,660 shares

    15.31% of the 13F portfolio, value $16,260,244.

    13F-HR 0002097516-26-000005 filed by Portus Wealth 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 115,853 shares
    Change vs previous 13F +2,566 shares

    15.47% of the 13F portfolio, value $16,392,012.

    13F-HR 0002097516-26-000001 filed by Portus Wealth 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 113,287 shares
    Change vs previous 13F not available

    15.62% of the 13F portfolio, value $15,660,766.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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