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CIK 0001730610 • 7 13F filings • May 1, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("acorn-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001104659-25-104731 |
| $319.1M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001104659-26-088536 | $410.3M | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001104659-25-077729 | $268.8M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001104659-26-052366 | $343.0M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001104659-25-043180 | $240.2M | View |