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Disclosery

ACG Wealth: AAPL position timeline

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

ACG Wealth held 205,069 AAPL shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 205,069 shares
    Change vs previous 13F -4,437 shares

    6.48% of the 13F portfolio, value $28,341,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 209,506 shares
    Change vs previous 13F -126 shares

    5.85% of the 13F portfolio, value $28,645,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 209,632 shares
    Change vs previous 13F -62,174 shares

    6.92% of the 13F portfolio, value $36,604,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 271,806 shares
    Change vs previous 13F -40,003 shares

    6.86% of the 13F portfolio, value $48,265,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 311,809 shares
    Change vs previous 13F -11,102 shares

    5.8% of the 13F portfolio, value $44,121,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 322,911 shares
    Change vs previous 13F -37,804 shares

    5.61% of the 13F portfolio, value $44,226,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 360,715 shares
    Change vs previous 13F -607 shares

    5.85% of the 13F portfolio, value $44,061,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 361,322 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $47,944,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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