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Perigon Wealth Management, LLC: ACIO position timeline

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

Perigon Wealth Management, LLC held 11,248 ACIO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,248 shares
    Change vs previous 13F -2,996 shares

    0.01% of the 13F portfolio, value $518,969.

    13F-HR 0001951757-26-001189 filed by Perigon 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 14,244 shares
    Change vs previous 13F -608 shares

    0.01% of the 13F portfolio, value $597,692.

    13F-HR 0001951757-26-000567 filed by Perigon 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 14,852 shares
    Change vs previous 13F -1,341 shares

    0.01% of the 13F portfolio, value $649,047.

    13F-HR 0001951757-26-000202 filed by Perigon 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 16,193 shares
    Change vs previous 13F -2,194 shares

    0.01% of the 13F portfolio, value $703,279.

    13F-HR 0001951757-25-001161 filed by Perigon 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 18,387 shares
    Change vs previous 13F +2,438 shares

    0.02% of the 13F portfolio, value $761,242.

    13F-HR 0001951757-25-000869 filed by Perigon 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 15,949 shares
    Change vs previous 13F +791 shares

    0.02% of the 13F portfolio, value $617,068.

    13F-HR 0001951757-25-000439 filed by Perigon 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 15,158 shares
    Change vs previous 13F +7,315 shares

    0.02% of the 13F portfolio, value $612,369.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 7,843 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $311,681.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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