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RiverTree Advisors, LLC: ACWI position timeline

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

RiverTree Advisors, LLC held 13,045 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,045 shares
    Change vs previous 13F +7,538 shares

    1.21% of the 13F portfolio, value $2,047,674.

    13F-HR 0001872501-26-000003 filed by RiverTree 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 5,507 shares
    Change vs previous 13F -332 shares

    0.48% of the 13F portfolio, value $762,004.

    13F-HR 0001872501-26-000002 filed by RiverTree 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 5,839 shares
    Change vs previous 13F +2,553 shares

    0.53% of the 13F portfolio, value $826,160.

    13F-HR 0001872501-26-000001 filed by RiverTree 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 3,286 shares
    Change vs previous 13F +1,390 shares

    0.29% of the 13F portfolio, value $454,257.

    13F-HR 0001872501-25-000002 filed by RiverTree 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 1,896 shares
    Change vs previous 13F +41 shares

    0.16% of the 13F portfolio, value $243,826.

    13F-HR 0001085146-25-004105 filed by RiverTree 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 1,855 shares
    Change vs previous 13F -7,508 shares

    0.14% of the 13F portfolio, value $215,903.

    13F-HR 0001085146-25-002180 filed by RiverTree 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 9,363 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,100,153.

    13F-HR 0001085146-25-000242 filed by RiverTree Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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