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Disclosery

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

ACORN FINANCIAL ADVISORY SERVICES INC /ADV held 0 XYZ shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,677 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,677 shares
    Change vs previous 13F -2,367 shares

    0.04% of the 13F portfolio, value $304,456.

    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).

  3. period ended2025-09-30
    13F 7,044 shares
    Change vs previous 13F -407 shares

    0.08% of the 13F portfolio, value $509,104.

    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).

  4. period ended2025-06-30
    13F 7,451 shares
    Change vs previous 13F -188 shares

    0.08% of the 13F portfolio, value $506,178.

    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).

  5. period ended2025-03-31
    13F 7,639 shares
    Change vs previous 13F -544 shares

    0.08% of the 13F portfolio, value $415,052.

    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).

  6. period ended2024-12-31
    13F 8,183 shares
    Change vs previous 13F -442 shares

    0.11% of the 13F portfolio, value $695,513.

    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).

  7. period ended2024-09-30
    13F 8,625 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $579,028.

    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).