ACORN FINANCIAL ADVISORY SERVICES INC /ADV: SPY 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 SPY, newest first. How the timeline and the estimate are built.
ACORN FINANCIAL ADVISORY SERVICES INC /ADV held 1,675 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 1,675 sharesChange vs previous 13F -386 shares
0.17% of the 13F portfolio, value $1,251,026.
13F-HR 0002085853-26-000782 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,061 sharesChange vs previous 13F -1,021 shares
0.18% of the 13F portfolio, value $1,340,393.
13F-HR 0002085853-26-000489 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,082 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $2,101,398.
13F-HR 0002085853-26-000172 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,082 sharesChange vs previous 13F -588 shares
0.32% of the 13F portfolio, value $2,053,281.
13F-HR 0002085853-25-000156 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,670 sharesChange vs previous 13F -142 shares
0.37% of the 13F portfolio, value $2,267,747.
13F-HR 0001667731-25-000985 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,812 sharesChange vs previous 13F -364 shares
0.39% of the 13F portfolio, value $2,132,673.
13F-HR 0001667731-25-000552 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,176 sharesChange vs previous 13F -61 shares
0.4% of the 13F portfolio, value $2,447,226.
13F-HR 0001667731-25-000262 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,237 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $2,430,862.
13F-HR 0001018561-24-000004 filed by ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).