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Disclosery

ACORN FINANCIAL ADVISORY SERVICES INC /ADV: IUSB 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 IUSB, newest first. How the timeline and the estimate are built.

ACORN FINANCIAL ADVISORY SERVICES INC /ADV held 5,158 IUSB 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 5,158 shares
    Change vs previous 13F +289 shares

    0.03% of the 13F portfolio, value $238,045.

    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 4,869 shares
    Change vs previous 13F -1,893 shares

    0.03% of the 13F portfolio, value $224,908.

    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 6,762 shares
    Change vs previous 13F +692 shares

    0.05% of the 13F portfolio, value $314,688.

    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 6,070 shares
    Change vs previous 13F -300 shares

    0.04% of the 13F portfolio, value $283,550.

    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 6,370 shares
    Change vs previous 13F -811 shares

    0.05% of the 13F portfolio, value $294,498.

    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 7,181 shares
    Change vs previous 13F -3,982 shares

    0.06% of the 13F portfolio, value $330,893.

    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 11,163 shares
    Change vs previous 13F -1,356 shares

    0.08% of the 13F portfolio, value $504,557.

    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 12,519 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $589,908.

    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).