Acorn Wealth Advisors, LLC
Position in OXSQ — Oxford Square Capital Corp.
CIK 1730610
Grand Blanc, MI
Position in OXSQ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$16,489
-$5,542 QoQ
Shares Held
12,492
+0.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
of 47 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OXSQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Acorn Wealth Advisors, LLC holds $2,688,190 across 4 Asset Management names. OXSQ ranks #4 (0.6% of the industry book) .
All Filings in OXSQ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,489 | 12,492 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $22,031 | 12,447 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $21,220 | 12,057 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||