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ACORN FINANCIAL ADVISORY SERVICES INC /ADV → AES

ACORN FINANCIAL ADVISORY SERVICES INC /ADV AES Position History

The AES Corporation • Utilities

Quarters held
4
Latest value
$1.8M
Q3 2026
Peak value
$1.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.9M
Q1 2026$1.8M
Q2 2026$1.8M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M119.1K——
Q2 2026$1.8M121.5K——
Q1 2026$1.8M129.8K——
Q4 2025$1.9M129.8K——

Other funds holding AES

Other ACORN FINANCIAL ADVISORY SERVICES INC /ADV positions

VGES

VANGUARD INDEX FDS

$63.8M
ETHA

ISHARES TR

$56.2M
VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

$54.8M
ETHA

ISHARES TR

$53.2M
VGES

VANGUARD TAX-MANAGED FDS

$52.5M
VGES

VANGUARD TAX-MANAGED FDS

$49.4M
ETHA

ISHARES TR

$47.2M
VGES

VANGUARD TAX-MANAGED FDS

$42.9M
ACORN FINANCIAL ADVISORY SERVICES INC /ADV AES Holdings: 13F Position History | Track13F