ACORN FINANCIAL ADVISORY SERVICES INC /ADV quarter change: Foreign Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, ACORN FINANCIAL ADVISORY SERVICES INC /ADV opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1018561): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-20). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |