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Disclosery

TFO Wealth Partners, LLC: ACWI position timeline

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

TFO Wealth Partners, LLC held 11,793 ACWI 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 11,793 shares
    Change vs previous 13F +75 shares

    0.2% of the 13F portfolio, value $1,851,166.

    13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, 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 11,718 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,621,418.

    13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, 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 11,718 shares
    Change vs previous 13F +102 shares

    0.25% of the 13F portfolio, value $1,657,978.

    13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, 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 11,616 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,605,815.

    13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, 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 11,616 shares
    Change vs previous 13F +89 shares

    0.26% of the 13F portfolio, value $1,493,835.

    13F-HR 0001085146-25-004675 filed by TFO Wealth Partners, 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 11,527 shares
    Change vs previous 13F +11,527 shares

    0.27% of the 13F portfolio, value $1,341,619.

    13F-HR 0001085146-25-002752 filed by TFO Wealth Partners, 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 0 shares
    Change vs previous 13F -11,424 shares

    13F-HR 0001085146-25-000909 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 11,424 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,365,680.

    13F-HR 0001085146-24-005508 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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