KFG WEALTH MANAGEMENT, LLC: ACIO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFG WEALTH MANAGEMENT, LLC on ACIO, newest first. How the timeline and the estimate are built.
KFG WEALTH MANAGEMENT, LLC held 1,645,489 ACIO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,645,489 sharesChange vs previous 13F +63,098 shares
8.57% of the 13F portfolio, value $75,922,859.
13F-HR 0001919344-26-000005 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,582,391 sharesChange vs previous 13F -210,216 shares
8.58% of the 13F portfolio, value $66,397,109.
13F-HR 0001919344-26-000004 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,792,607 sharesChange vs previous 13F +154,498 shares
10.48% of the 13F portfolio, value $78,336,924.
13F-HR 0001919344-26-000001 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,638,109 sharesChange vs previous 13F +164,122 shares
10.27% of the 13F portfolio, value $71,143,065.
13F-HR 0001919344-25-000007 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,473,987 sharesChange vs previous 13F +100,758 shares
9.81% of the 13F portfolio, value $61,023,043.
13F-HR 0001919344-25-000005 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,373,229 sharesChange vs previous 13F +107,809 shares
9.66% of the 13F portfolio, value $53,130,236.
13F-HR 0001919344-25-000004 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,265,420 sharesChange vs previous 13F +335,300 shares
9.52% of the 13F portfolio, value $50,920,493.
13F-HR 0001919344-25-000002 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 930,120 sharesChange vs previous 13F not available
8.04% of the 13F portfolio, value $36,962,978.
13F-HR 0001919344-24-000006 filed by KFG WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).