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ACORN FINANCIAL ADVISORY SERVICES INC /ADV Last Quarter Change: Foreign Stocks, Unchanged

ACORN FINANCIAL ADVISORY SERVICES INC /ADV quarter change: Foreign Stocks, Unchanged

In share positions in stocks (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 1, sold out of 0 and left 2 unchanged. The largest increase in value was CMPS (+$129,300); the largest decrease was TSM (+$31,463).

  • CMPS: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 15,000; Shares 2026-06-30 15,000.
  • HSBC: Country of operation —; Class SPON ADR NEW; Shares 2026-03-31 2,500; Shares 2026-06-30 2,500.

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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
CMPS
COMPASS PATHWAYS PLC
SPONSORED ADS15,00015,0000$82,950$212,250+$129,300
HSBC
HSBC HLDGS PLC
SPON ADR NEW2,5002,5000$206,225$237,725+$31,500

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