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Lord & Richards Wealth Management, LLC: ACIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lord & Richards Wealth Management, LLC on ACIO, newest first. How the timeline and the estimate are built.

Lord & Richards Wealth Management, LLC held 268,008 ACIO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,008 shares
    Change vs previous 13F +8,472 shares

    9.68% of the 13F portfolio, value $12,365,934.

    13F-HR 0002045252-26-000003 filed by Lord & Richards Wealth Management, 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 259,536 shares
    Change vs previous 13F +2,497 shares

    9.55% of the 13F portfolio, value $10,890,122.

    13F-HR 0002045252-26-000002 filed by Lord & Richards Wealth Management, 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 257,039 shares
    Change vs previous 13F +8,803 shares

    9.65% of the 13F portfolio, value $11,232,624.

    13F-HR 0002045252-26-000001 filed by Lord & Richards Wealth Management, 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 248,236 shares
    Change vs previous 13F +11,348 shares

    9.87% of the 13F portfolio, value $10,780,930.

    13F-HR 0002045252-25-000006 filed by Lord & Richards Wealth Management, 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 236,888 shares
    Change vs previous 13F +35,804 shares

    10.25% of the 13F portfolio, value $9,807,164.

    13F-HR 0002045252-25-000004 filed by Lord & Richards Wealth Management, 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 201,084 shares
    Change vs previous 13F +123,922 shares

    8.82% of the 13F portfolio, value $7,779,940.

    13F-HR 0002045252-25-000003 filed by Lord & Richards Wealth Management, 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 77,162 shares
    Change vs previous 13F not available

    6.55% of the 13F portfolio, value $3,104,998.

    13F-HR 0002045252-25-000001 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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