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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STONEHAVEN WEALTH & TAX SOLUTIONS, LLC on ACWX, newest first. How the timeline and the estimate are built.

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 13,597 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,597 shares
    Change vs previous 13F +1,047 shares

    0.83% of the 13F portfolio, value $1,034,868.

    13F-HR 0001951757-26-001129 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 12,550 shares
    Change vs previous 13F +505 shares

    0.76% of the 13F portfolio, value $859,298.

    13F-HR 0001951757-26-000884 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 12,045 shares
    Change vs previous 13F -2,067 shares

    0.73% of the 13F portfolio, value $808,581.

    13F-HR 0001951757-26-000287 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 14,112 shares
    Change vs previous 13F +980 shares

    0.85% of the 13F portfolio, value $917,421.

    13F-HR 0001951757-25-001410 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 13,132 shares
    Change vs previous 13F +34 shares

    0.78% of the 13F portfolio, value $800,264.

    13F-HR 0001951757-25-001089 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 13,098 shares
    Change vs previous 13F +2,405 shares

    0.77% of the 13F portfolio, value $726,284.

    13F-HR 0001951757-25-000563 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 10,693 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $557,747.

    13F-HR 0001951757-25-000259 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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