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Saxony Capital Management, LLC: ACWI position timeline

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

Saxony Capital Management, LLC held 8,754 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,754 shares
    Change vs previous 13F -224 shares

    0.63% of the 13F portfolio, value $1,374,119.

    13F-HR 0001561330-26-000004 filed by Saxony Capital Management, 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 8,978 shares
    Change vs previous 13F -23 shares

    0.72% of the 13F portfolio, value $1,242,289.

    13F-HR 0001561330-26-000003 filed by Saxony Capital Management, 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 9,001 shares
    Change vs previous 13F -49 shares

    0.78% of the 13F portfolio, value $1,273,554.

    13F-HR 0001561330-26-000001 filed by Saxony Capital Management, 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 9,050 shares
    Change vs previous 13F -882 shares

    0.82% of the 13F portfolio, value $1,251,075.

    13F-HR 0001561330-25-000005 filed by Saxony Capital Management, 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 9,932 shares
    Change vs previous 13F -21,554 shares

    0.98% of the 13F portfolio, value $1,277,258.

    13F-HR 0001561330-25-000003 filed by Saxony Capital Management, 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 31,486 shares
    Change vs previous 13F -4,461 shares

    3.22% of the 13F portfolio, value $3,664,709.

    13F-HR 0001561330-25-000002 filed by Saxony Capital Management, 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 35,947 shares
    Change vs previous 13F +11,008 shares

    3.72% of the 13F portfolio, value $4,223,827.

    13F-HR 0001561330-25-000001 filed by Saxony Capital Management, 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 24,939 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $2,981,454.

    13F-HR 0001561330-24-000006 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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