ACORN FINANCIAL ADVISORY SERVICES INC /ADV VG — VENTURE GLOBAL INC

Ownership history in ACORN FINANCIAL ADVISORY SERVICES INC /ADV  ·  3 quarters on record

AI Ownership Summary

ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported VENTURE GLOBAL INC (VG) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows VG at 0.02% 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 VG 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 VENTURE GLOBAL INC, 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 Q2

VG was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

VG 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 VG — position size vs. price
% of Fund (quarterly)    VG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 16,825 +1,027 +6.5% 0.02% $187K 2026-07-20 $14.29
2026 Q1 ADDED — — — 15,798 +18 +0.1% 0.03% $249K 2026-04-24 $11.88
2025 Q4 INITIATED — — — 15,780 — — 0.02% $108K 2026-02-03 $9.45

🏢 Other funds also holding VG

As of 2026 Q2 — sorted by position size

Corecam Pte. Ltd. 2.12% Corecam AG 2.05% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 0.29% VIKING FUND MANAGEMENT LLC 3Y 7Y 0.23% Polianta Ltd 3Y 7Y 0.23% Seelaus Asset Management LLC 3Y 7Y 0.19% GUIDANCE CAPITAL, INC 0.04% Commonwealth Financial Services, LLC 3Y 7Y 0.04% Somerset Trust Co 3Y 7Y 0.03% Summit Financial Wealth Advisors, LLC 3Y 7Y 0.02%

FAQ About ACORN FINANCIAL ADVISORY SERVICES INC /ADV and VG

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 VG?

ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported VG across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

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

The largest reported portfolio weight for VG was 0.03% in 2026 Q1.

What is the latest reported VG position on this page?

The most recent filing on this page is 2026 Q2, when ACORN FINANCIAL ADVISORY SERVICES INC /ADV reported 16,825 shares, equal to 0.02% of portfolio, with an estimated market value of $187K.

What does the chart on this VG ownership page compare?

The chart compares ACORN FINANCIAL ADVISORY SERVICES INC /ADV's quarterly VG 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.

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