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Acorn Wealth Advisors, LLC → COF-PN

Acorn Wealth Advisors, LLC COF-PN Position History

COF-PN

Quarters held
16
Latest value
$7.2M
Q3 2026
Peak value
$7.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$955K
Q3 2025$2.2M
Q4 2025$863K
Q4 2025$1.6M
Q4 2025$4.2M
Q1 2026$861K
Q1 2026$1.9M
Q1 2026$5.2M
Q2 2026$396K
Q2 2026$865K
Q2 2026$2.4M
Q2 2026$6.3M
Q3 2026$398K
Q3 2026$843K
Q3 2026$2.6M
Q3 2026$7.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.2M201.3K——
Q3 2026$2.6M72.7K——
Q3 2026$843K32.8K——
Q3 2026$398K8.4K——
Q2 2026$6.3M174.3K——
Q2 2026$2.4M64.5K——
Q2 2026$865K32.8K——
Q2 2026$396K8.4K——
Q1 2026$5.2M156.2K——
Q1 2026$1.9M59.6K——
Q1 2026$861K32.8K——
Q4 2025$4.2M130.3K——
Q4 2025$1.6M51.3K——
Q4 2025$863K32.8K——
Q3 2025$2.2M70.2K——
Q3 2025$955K30.9K——

Other funds holding COF-PN

Other Acorn Wealth Advisors, LLC positions

VGES

VANGUARD BD INDEX FDS

$20.2M
VGES

VANGUARD BD INDEX FDS

$19.7M
VGES

VANGUARD BD INDEX FDS

$19.6M
VGES

VANGUARD BD INDEX FDS

$18.3M
VGES

VANGUARD BD INDEX FDS

$18.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$13M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.6M