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ACIMA PRIVATE WEALTH, LLC: GTO position timeline

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

ACIMA PRIVATE WEALTH, LLC held 297,666 GTO 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 297,666 shares
    Change vs previous 13F +6,733 shares

    3.85% of the 13F portfolio, value $13,272,916.

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

  2. period ended2026-06-30
    13F 290,933 shares
    Change vs previous 13F +12,092 shares

    3.96% of the 13F portfolio, value $13,636,018.

    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 278,841 shares
    Change vs previous 13F +4,563 shares

    4.1% of the 13F portfolio, value $13,058,113.

    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 274,278 shares
    Change vs previous 13F +43,858 shares

    4.04% of the 13F portfolio, value $13,006,251.

    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 230,420 shares
    Change vs previous 13F +22,665 shares

    3.43% of the 13F portfolio, value $10,947,243.

    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 207,755 shares
    Change vs previous 13F -20,436 shares

    3.32% of the 13F portfolio, value $9,741,621.

    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 228,191 shares
    Change vs previous 13F -52,231 shares

    3.84% of the 13F portfolio, value $10,708,992.

    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 280,422 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $13,011,603.

    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).