Acorn Wealth Advisors, LLC
Position in MBSF — REGAN FLOATING RATE MBS ETF
CIK 1730610
Grand Blanc, MI
All Filings in MBSF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MBSF | $2,859,722 | 112,102 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 MBSF | $2,221,395 | 86,621 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 MBSF | $597,806 | 23,471 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 MBSF | $598,979 | 23,471 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 MBSF | $597,477 | 23,471 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 MBSF | $596,163 | 23,471 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 MBSF | $790,506 | 30,843 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 MBSF | $735,019 | 29,012 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 MBSF | $425,268 | 16,825 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||