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Manager record

Acorn Financial Advisory Services Inc /Adv

Reston, VA · CIK 1018561 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$753.48MReported 13F valueQ2 2026 · as filed
223Holdings listed
+3.2%vs prior quartervalue change includes market moves
5Quarters on record
Jul 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $609.9M$609.9MQ2 2025199 holdingsQ3 2025: $651.8M$651.8MQ3 2025207 holdingsQ4 2025: $677.6M$677.6MQ4 2025215 holdingsQ1 2026: $729.8M$729.8MQ1 2026215 holdingsQ2 2026: $753.5M$753.5MQ2 2026223 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 20 2026 13F-HR · period Q2 2026

$753.48M · 223 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$729.82M · 215 holdings listed · View original SEC filing ↗
Feb 03 2026 13F-HR · period Q4 2025

$677.60M · 215 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$651.75M · 207 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$609.91M · 199 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 20, 2026 · Change methodology