ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Position in V — Visa Inc.

CIK 1018561 Reston, VA

Position in V

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

Position Value

$304,320

+$39,558 QoQ

Shares Held

887

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,922

of 4,498 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. V ranks #1 (38.7% of the industry book) .

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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,320	887	+1.3%	Shares	Sole	2026-07-20
2026-03-31	$264,762	876	-13.4%	Shares	Sole	2026-04-24
2025-12-31	$354,567	1,011	-5.9%	Shares	Sole	2026-02-03
2025-09-30	$366,642	1,074	-26.3%	Shares	Sole	2025-10-24
2025-06-30	$517,662	1,458	+34.9%	Shares	Sole	2025-07-28
2025-03-31	$378,847	1,081	-52.2%	Shares	Sole	2025-04-29
2024-12-31	$715,198	2,263	+0.9%	Shares	Sole	2025-02-14
2024-09-30	$616,712	2,243	+3.6%	Shares	Sole	2024-11-01
2024-06-30	$568,247	2,165	+9.2%	Shares	Sole	2024-08-01
2024-03-31	$553,415	1,983	-6.6%	Shares	Sole	2024-05-08
2023-12-31	$552,723	2,123	+1.0%	Shares	Sole	2024-01-17
2023-09-30	$483,481	2,102	+0.5%	Shares	Sole	2023-10-10
2023-06-30	$496,570	2,091	+1.1%	Shares	Sole	2023-07-20
2023-03-31	$466,251	2,068	+8.2%	Shares	Sole	2023-04-26
2022-12-31	$397,029	1,911	+3.2%	Shares	Sole	2023-01-20
2022-09-30	$328,830	1,851	+0.1%	Shares	Sole	2022-10-12
2022-06-30	$364,049	1,849	+0.1%	Shares	Sole	2022-07-12
2022-03-31	$409,830	1,848	-1.0%	Shares	Sole	2022-04-18
2021-12-31	$404,380	1,866	+0.5%	Shares	Sole	2022-01-31
2021-09-30	$413,646	1,857	-78.5%	Shares	Sole	2021-11-15
2021-06-30	$2,017,632	8,629	+8.8%	Shares	Sole	2021-07-23
2021-03-31	$1,679,230	7,931	+6.8%	Shares	Sole	2021-04-12
2020-12-31	$1,624,507	7,427	+438.2%	Shares	Sole	2021-01-25
2020-09-30	$275,958	1,380	+10.4%	Shares	Sole	2020-10-15
2020-06-30	$241,462	1,250	+0.5%	Shares	Sole	2020-07-10
2020-03-31	$200,433	1,244	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.