AGILIS PARTNERS LLC: ACWV position timeline

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

AGILIS PARTNERS LLC held 0 ACWV shares at 2023-12-31 per its 13F-HR/A filed 2024-02-22.

the latest 13F is the newest step

period ended2023-12-31
13F/A 0 shares
Change vs previous 13F -93,783 shares
13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
Filed 2024-02-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2023-09-30
13F 93,783 shares
Change vs previous 13F 0 shares
3.22% of the 13F portfolio, value $8,949,000.
13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
Filed 2023-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 93,783 shares
Change vs previous 13F 0 shares
3.59% of the 13F portfolio, value $9,196,000.
13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
Filed 2023-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 93,783 shares
Change vs previous 13F not available
4.01% of the 13F portfolio, value $9,074,000.
13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
Filed 2023-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).