Acumen Wealth Advisors, LLC

SEC CIK: 0001939202
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

SSB holding history

SouthState Bank Corp in every 13F filed by Acumen Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SSB overview All 13F holders of SSB Full Q2 2026 holdings

Shares (Q2 2026): 159
Value: $15.9K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of SSB by Acumen Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	159	$15.9K	<0.1%	+159	New	Holders
Q1 2026	0	$0	0.0%	−30−100.0%	Sold out	Holders
Q4 2025	30	$2.82K	<0.1%	–	No prior filing	Holders