ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Position in C — Citigroup Inc

CIK 1018561 Reston, VA

Position in C

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$982,379

+$171,271 QoQ

Shares Held

7,019

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,353

of 2,617 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $2,260,683 across 4 Banks - Diversified names. C ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc This page	7,019	$982,379
2	BAC	Bank Of America Corp /De/	11,495	$654,985
3	JPM	Jpmorgan Chase & Co	1,178	$385,594
4	HSBC	Hsbc Holdings PLC	2,500	$237,725

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$982,379	7,019	-1.9%	Shares	Sole	2026-07-20
2026-03-31	$811,108	7,152	-2.5%	Shares	Sole	2026-04-24
2025-12-31	$855,921	7,335	+7.5%	Shares	Sole	2026-02-03
2025-09-30	$692,433	6,822	-8.4%	Shares	Sole	2025-10-24
2025-06-30	$633,888	7,447	-4.6%	Shares	Sole	2025-07-28
2025-03-31	$554,076	7,805	-6.0%	Shares	Sole	2025-04-29
2024-12-31	$584,307	8,301	-1.3%	Shares	Sole	2025-02-14
2024-09-30	$526,528	8,411	+0.5%	Shares	Sole	2024-11-01
2024-06-30	$531,096	8,369	+0.5%	Shares	Sole	2024-08-01
2024-03-31	$526,536	8,326	-7.7%	Shares	Sole	2024-05-08
2023-12-31	$463,834	9,017	+1.1%	Shares	Sole	2024-01-17
2023-09-30	$366,838	8,919	-5.6%	Shares	Sole	2023-10-10
2023-06-30	$434,893	9,446	+1.4%	Shares	Sole	2023-07-20
2023-03-31	$436,639	9,312	+0.1%	Shares	Sole	2023-04-26
2022-12-31	$420,774	9,303	-4.5%	Shares	Sole	2023-01-20
2022-09-30	$405,990	9,743	-4.4%	Shares	Sole	2022-10-12
2022-06-30	$468,500	10,187	-3.7%	Shares	Sole	2022-07-12
2022-03-31	$564,651	10,574	-1.2%	Shares	Sole	2022-04-18
2021-12-31	$646,474	10,705	-2.5%	Shares	Sole	2022-01-31
2021-09-30	$770,575	10,980	+4.8%	Shares	Sole	2021-11-15
2021-06-30	$741,601	10,482	+0.7%	Shares	Sole	2021-07-23
2021-03-31	$756,891	10,404	+2.1%	Shares	Sole	2021-04-12
2020-12-31	$628,315	10,190	+4.3%	Shares	Sole	2021-01-25
2020-09-30	$421,012	9,766	+98.3%	Shares	Sole	2020-10-15
2020-06-30	$251,718	4,926	+2.5%	Shares	Sole	2020-07-10
2020-03-31	$202,512	4,808	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.