SEC 13F Intelligence

Acorn Financial Advisory Services Inc /Adv / IBIT

Acorn Financial Advisory Services Inc /Adv’s Ishares Bitcoin Trust Etf Position

Does Acorn Financial Advisory Services Inc /Adv own Ishares Bitcoin Trust Etf (IBIT)? Yes — 658.9K shares worth $25M (+3.47% of its 13F portfolio) as of Q1 2026, up from 594.4K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
658.9K
% of Portfolio
+3.47%
Quarters Held
9
currently held

Position History IBIT

Reported value by quarter
Q1 ’24: $4MQ1 ’24Q2 ’24: $2MQ3 ’24: $1MQ3 ’24Q4 ’24: $15MQ1 ’25: $17MQ1 ’25Q2 ’25: $33MQ3 ’25: $37MQ3 ’25Q4 ’25: $30MQ1 ’26: $25MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026658.9K$25M+3.47%
Q4 2025594.4K$30M+4.36%
Q3 2025563.5K$37M+5.62%
Q2 2025540.8K$33M+5.43%
Q1 2025353.1K$17M+2.99%
Q4 2024274.9K$15M+2.40%
Q3 202436.3K$1M+0.23%
Q2 202467.4K$2M+0.43%
Q1 2024102.3K$4M+0.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Acorn Financial Advisory Services Inc /Adv’s full portfolio or all institutional holders of IBIT.