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ACORN FINANCIAL ADVISORY SERVICES INC /ADV: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACORN FINANCIAL ADVISORY SERVICES INC /ADV on AGG, newest first. How the timeline and the estimate are built.

ACORN FINANCIAL ADVISORY SERVICES INC /ADV held 567,447 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 567,447 shares
    Change vs previous 13F +31,181 shares

    7.45% of the 13F portfolio, value $56,165,903.

    13F-HR 0002085853-26-000782 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 536,266 shares
    Change vs previous 13F +63,693 shares

    7.29% of the 13F portfolio, value $53,235,147.

    13F-HR 0002085853-26-000489 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 472,573 shares
    Change vs previous 13F +67,354 shares

    6.97% of the 13F portfolio, value $47,200,637.

    13F-HR 0002085853-26-000172 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 405,219 shares
    Change vs previous 13F +13,361 shares

    6.23% of the 13F portfolio, value $40,623,250.

    13F-HR 0002085853-25-000156 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 391,858 shares
    Change vs previous 13F +10,135 shares

    6.37% of the 13F portfolio, value $38,872,269.

    13F-HR 0001667731-25-000985 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 381,723 shares
    Change vs previous 13F -12,073 shares

    6.83% of the 13F portfolio, value $37,760,015.

    13F-HR 0001667731-25-000552 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 393,796 shares
    Change vs previous 13F +5,284 shares

    6.29% of the 13F portfolio, value $38,158,831.

    13F-HR 0001667731-25-000262 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 388,512 shares
    Change vs previous 13F not available

    6.97% of the 13F portfolio, value $39,344,638.

    13F-HR 0001018561-24-000004 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).