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Disclosery

WINNACLE WEALTH LLC: ACEI position timeline

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

WINNACLE WEALTH LLC held 28,805 ACEI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,805 shares
    Change vs previous 13F +10,928 shares

    0.45% of the 13F portfolio, value $666,715.

    13F-HR 0001754960-26-000581 filed by WINNACLE 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 17,877 shares
    Change vs previous 13F -17,200 shares

    0.32% of the 13F portfolio, value $413,664.

    13F-HR 0001754960-26-000391 filed by WINNACLE 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 35,077 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $876,925.

    13F-HR 0002079687-26-000002 filed by WINNACLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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