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Schorn Wealth LLC: ACIO position timeline

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

Schorn Wealth LLC held 28,565 ACIO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,565 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,317,969.

    13F-HR 0001792851-26-000004 filed by Schorn Wealth 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 28,565 shares
    Change vs previous 13F -5,332 shares

    0.36% of the 13F portfolio, value $1,198,569.

    13F-HR 0001792851-26-000002 filed by Schorn Wealth 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 33,897 shares
    Change vs previous 13F +7 shares

    0.45% of the 13F portfolio, value $1,481,313.

    13F-HR 0001792851-26-000001 filed by Schorn Wealth 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 33,890 shares
    Change vs previous 13F +6 shares

    0.45% of the 13F portfolio, value $1,471,833.

    13F-HR 0001792851-25-000005 filed by Schorn Wealth 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 33,884 shares
    Change vs previous 13F +12 shares

    0.46% of the 13F portfolio, value $1,402,787.

    13F-HR 0001792851-25-000002 filed by Schorn Wealth 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 33,872 shares
    Change vs previous 13F +13 shares

    0.43% of the 13F portfolio, value $1,310,492.

    13F-HR 0001792851-25-000001 filed by Schorn Wealth 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 33,859 shares
    Change vs previous 13F -270 shares

    0.44% of the 13F portfolio, value $1,362,482.

    13F-HR 0001767349-25-000002 filed by Schorn Wealth 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 34,129 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,356,302.

    13F-HR 0001792851-24-000005 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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