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ACIMA PRIVATE WEALTH, LLC: BOND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACIMA PRIVATE WEALTH, LLC on BOND, newest first. How the timeline and the estimate are built.

ACIMA PRIVATE WEALTH, LLC held 151,802 BOND shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 151,802 shares
    Change vs previous 13F +3,423 shares

    3.83% of the 13F portfolio, value $13,205,227.

    13F-HR 0001761961-26-000005 filed by ACIMA PRIVATE WEALTH, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 148,379 shares
    Change vs previous 13F +6,015 shares

    3.97% of the 13F portfolio, value $13,681,997.

    13F-HR 0001761961-26-000004 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 142,364 shares
    Change vs previous 13F +2,481 shares

    4.12% of the 13F portfolio, value $13,137,320.

    13F-HR 0001761961-26-000003 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 139,883 shares
    Change vs previous 13F +22,222 shares

    4.04% of the 13F portfolio, value $13,020,279.

    13F-HR 0001761961-26-000001 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 117,661 shares
    Change vs previous 13F +11,726 shares

    3.44% of the 13F portfolio, value $10,983,624.

    13F-HR 0001761961-25-000006 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 105,935 shares
    Change vs previous 13F -10,988 shares

    3.33% of the 13F portfolio, value $9,765,058.

    13F-HR 0001761961-25-000003 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 116,923 shares
    Change vs previous 13F -26,733 shares

    3.88% of the 13F portfolio, value $10,811,854.

    13F-HR 0001761961-25-000002 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 143,656 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $12,989,386.

    13F-HR 0001761961-25-000001 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).