ACORN FINANCIAL ADVISORY SERVICES INC /ADV historic quarter change: USA SPAC Units, Reduced
In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, ACORN FINANCIAL ADVISORY SERVICES INC /ADV opened 0 positions, added to 3, reduced 5 and sold out of 1.
- Q3 2025: Stock CARNIVAL CORP; Country of operation —; Class UNIT 99/99/9999; Shares before 15,860.
- Q2 2025: Stock CARNIVAL CORP; Country of operation —; Class UNIT 99/99/9999; Shares before 16,210.
- Q1 2025: Stock CARNIVAL CORP; Country of operation —; Class UNIT 99/99/9999; Shares before 19,908.
- Q3 2024: Stock CARNIVAL CORP; Country of operation —; Class UNIT 99/99/9999; Shares before 19,729.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1018561), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Capital Investment Counsel, LLC | United States | $0.730B | 147 |
| Enclave Advisors LLC | United States | $0.729B | 132 |
| Third View Private Wealth, LLC | United States | $0.730B | 267 |
| Horst & Graben Wealth Management LLC | United States | $0.729B | 195 |
| Meridian Wealth Partners, LLC | United States | $0.729B | 118 |
| SKBA CAPITAL MANAGEMENT LLC | United States | $0.728B | 79 |
| Sloy Dahl & Holst, LLC | United States | $0.728B | 112 |
| TRAN CAPITAL MANAGEMENT, L.P. | United States | $0.728B | 71 |
| GFI Investment Counsel Ltd. | Canada | $0.731B | 24 |
| Intellus Advisors LLC | United States | $0.732B | 125 |