Skip to content
Disclosery

Peak Planning Group, LLC: ACIO position timeline

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

Peak Planning Group, LLC held 5,540 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 5,540 shares
    Change vs previous 13F -7,556 shares

    0.06% of the 13F portfolio, value $255,616.

    13F-HR 0001951757-26-001241 filed by Peak Planning Group, 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 13,096 shares
    Change vs previous 13F -91,376 shares

    0.15% of the 13F portfolio, value $549,488.

    13F-HR 0001951757-26-000701 filed by Peak Planning Group, 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 104,472 shares
    Change vs previous 13F +33,786 shares

    1.28% of the 13F portfolio, value $4,565,428.

    13F-HR 0001951757-26-000428 filed by Peak Planning Group, 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 70,686 shares
    Change vs previous 13F +59,686 shares

    1.6% of the 13F portfolio, value $3,069,914.

    13F-HR 0001951757-26-000905 filed by Peak Planning Group, 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 11,000 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $455,408.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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