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Disclosery

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

ACORN FINANCIAL ADVISORY SERVICES INC /ADV held 137,990 XBIL 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 137,990 shares
    Change vs previous 13F -215,367 shares

    0.92% of the 13F portfolio, value $6,899,523.

    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 353,357 shares
    Change vs previous 13F -203,001 shares

    2.42% of the 13F portfolio, value $17,678,463.

    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 556,358 shares
    Change vs previous 13F -627,089 shares

    4.11% of the 13F portfolio, value $27,856,853.

    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 1,183,447 shares
    Change vs previous 13F +12,315 shares

    9.11% of the 13F portfolio, value $59,403,139.

    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 1,171,132 shares
    Change vs previous 13F -59,909 shares

    9.63% of the 13F portfolio, value $58,732,256.

    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 1,231,041 shares
    Change vs previous 13F +152,181 shares

    11.17% of the 13F portfolio, value $61,761,310.

    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 1,078,860 shares
    Change vs previous 13F +149,535 shares

    8.9% of the 13F portfolio, value $53,980,780.

    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 929,325 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $46,652,101.

    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).