ACORN FINANCIAL ADVISORY SERVICES INC /ADV IBIT — ISHARES BITCOIN TR

Ownership history in ACORN FINANCIAL ADVISORY SERVICES INC /ADV  ·  9 quarters on record

AI Ownership Summary

ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported ISHARES BITCOIN TR (IBIT) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 5.62% in 2025 Q3. The latest visible filing shows IBIT at 3.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACORN FINANCIAL ADVISORY SERVICES INC /ADV's position in ISHARES BITCOIN TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBIT was reported at 3.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.62% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBIT stock page ACORN FINANCIAL ADVISORY SERVICES INC /ADV fund profile ACORN FINANCIAL ADVISORY SERVICES INC /ADV full holdings
How ACORN FINANCIAL ADVISORY SERVICES INC /ADV held IBIT — position size vs. price
% of Fund (quarterly)    IBIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 658,879 +64,518 +10.9% 3.47% $25.3M 2026-04-24 $44.02
2025 Q4 ADDED — — — 594,361 +30,852 +5.5% 4.36% $29.5M 2026-02-03 $43.30
2025 Q3 ADDED — — — 563,509 +22,675 +4.2% 5.62% $36.6M 2025-10-24 $62.83
2025 Q2 ADDED — — — 540,834 +187,761 +53.2% 5.43% $33.1M 2025-07-28 $67.10
2025 Q1 ADDED — — — 353,073 +78,151 +28.4% 2.99% $16.5M 2025-04-29 $54.22
2024 Q4 ADDED — — — 274,922 +238,640 +657.7% 2.40% $14.6M 2025-02-14 $55.33
2024 Q3 REDUCED 46.2% +48.2% ❌ 36,282 -31,140 -46.2% 0.23% $1.3M 2024-11-01 $39.37
2024 Q2 REDUCED 34.1% +5.8% ❌ 67,422 -34,831 -34.1% 0.43% $2.3M 2024-08-01 $36.07
2024 Q1 INITIATED — — — 102,253 — — 0.78% $4.1M 2024-05-08 $35.38

🏢 Other funds also holding IBIT

As of 2026 Q1 — sorted by position size

Copperwood Asset Management LP 100.0% NATIONAL MUTUAL FUNDS MANAGEMENT LTD 3Y 100.0% Laurore Ltd 100.0% Avenir Tech Ltd 88.94% SkyBridge Capital II, LLC 3Y 7Y 43.85% MARINER INVESTMENT GROUP LLC 3Y 7Y 34.76% Abu Dhabi Investment Council Co P.J.S.C 32.39% Alpine Fox Capital LLC 29.25% Pilgrim Partners Asia Pte Ltd 27.13% Galaxy Digital Inc. 24.82%

FAQ About ACORN FINANCIAL ADVISORY SERVICES INC /ADV and IBIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported owning IBIT?

ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported IBIT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IBIT position in ACORN FINANCIAL ADVISORY SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for IBIT was 5.62% in 2025 Q3.

What is the latest reported IBIT position on this page?

The most recent filing on this page is 2026 Q1, when ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported 658,879 shares, equal to 3.47% of portfolio, with an estimated market value of $25.3M.

What does the chart on this IBIT ownership page compare?

The chart compares ACORN FINANCIAL ADVISORY SERVICES INC /ADV's quarterly IBIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ACORN FINANCIAL ADVISORY SERVICES INC /ADV time their IBIT position?

Based on 13F filing dates vs. subsequent IBIT price moves, ACORN FINANCIAL ADVISORY SERVICES INC /ADV correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on IBIT relative to SPY over the holding period was -3.6%.

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