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Compass Ion Advisors, LLC: ACIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Ion Advisors, LLC on ACIO, newest first. How the timeline and the estimate are built.

Compass Ion Advisors, LLC held 618,393 ACIO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 618,393 shares
    Change vs previous 13F -5,962 shares

    2.46% of the 13F portfolio, value $28,532,661.

    13F-HR 0001621100-26-000004 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 624,355 shares
    Change vs previous 13F +18,362 shares

    2.5% of the 13F portfolio, value $26,197,943.

    13F-HR 0001621100-26-000002 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 605,993 shares
    Change vs previous 13F +16,140 shares

    2.52% of the 13F portfolio, value $26,481,904.

    13F-HR 0001621100-26-000001 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 589,853 shares
    Change vs previous 13F +25,427 shares

    2.47% of the 13F portfolio, value $25,617,319.

    13F-HR 0001621100-25-000003 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 564,426 shares
    Change vs previous 13F +8,374 shares

    2.53% of the 13F portfolio, value $23,367,221.

    13F-HR 0001085146-25-003765 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 556,052 shares
    Change vs previous 13F +24,064 shares

    2.53% of the 13F portfolio, value $21,513,657.

    13F-HR 0001085146-25-002213 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 531,988 shares
    Change vs previous 13F +5,204 shares

    2.54% of the 13F portfolio, value $21,407,183.

    13F-HR 0001085146-25-000968 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 526,784 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $20,934,378.

    13F-HR 0001085146-24-004999 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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