ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Position in MA — Mastercard Inc

CIK 1018561 Reston, VA

Position in MA

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

Position Value

$224,443

+$596 QoQ

Shares Held

437

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#3,192

of 3,563 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 $785,915 across 3 Credit Services names. MA ranks #3 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	887	$304,320
2	SOFI	SoFi Technologies, Inc.	14,342	$257,152
3	MA	Mastercard Inc This page	437	$224,443

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,443	437	-2.5%	Shares	Sole	2026-07-20
2026-03-31	$223,847	448	-13.3%	Shares	Sole	2026-04-24
2025-12-31	$295,144	517	-1.1%	Shares	Sole	2026-02-03
2025-09-30	$297,487	523	+5.4%	Shares	Sole	2025-10-24
2025-06-30	$278,722	496	-12.2%	Shares	Sole	2025-07-28
2025-03-31	$309,687	565	-10.0%	Shares	Sole	2025-04-29
2024-12-31	$330,685	628	-0.2%	Shares	Sole	2025-02-14
2024-09-30	$310,600	629	-5.0%	Shares	Sole	2024-11-01
2024-06-30	$292,047	662	+4.1%	Shares	Sole	2024-08-01
2024-03-31	$306,278	636	-7.3%	Shares	Sole	2024-05-08
2023-12-31	$292,585	686	-2.4%	Shares	Sole	2024-01-17
2023-09-30	$278,324	703	-1.1%	Shares	Sole	2023-10-10
2023-06-30	$279,636	711	+0.1%	Shares	Sole	2023-07-20
2023-03-31	$258,021	710	-12.0%	Shares	Sole	2023-04-26
2022-12-31	$280,618	807	+0.1%	Shares	Sole	2023-01-20
2022-09-30	$229,178	806	-3.9%	Shares	Sole	2022-10-12
2022-06-30	$264,687	839	-14.6%	Shares	Sole	2022-07-12
2022-03-31	$351,304	983	+0.1%	Shares	Sole	2022-04-18
2021-12-31	$352,852	982	+0.1%	Shares	Sole	2022-01-31
2021-09-30	$341,074	981	+6.1%	Shares	Sole	2021-11-15
2021-06-30	$337,708	925	+2.5%	Shares	Sole	2021-07-23
2021-03-31	$321,157	902	-8.3%	Shares	Sole	2021-04-12
2020-12-31	$351,228	984	+0.3%	Shares	Sole	2021-01-25
2020-09-30	$331,744	981	-19.0%	Shares	Sole	2020-10-15
2020-06-30	$358,092	1,211	+11.7%	Shares	Sole	2020-07-10
2020-03-31	$261,851	1,084	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.