ACG Wealth: ACWI position timeline

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

ACG Wealth held 0 ACWI shares at 2022-06-30 per its 13F-HR filed 2022-07-13.

the latest 13F is the newest step

period ended2022-06-30
13F 0 shares
Change vs previous 13F -8,750 shares
13F-HR 0001569071-22-000003 filed by ACG Wealth
Filed 2022-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-03-31
13F 8,750 shares
Change vs previous 13F 0 shares
0.17% of the 13F portfolio, value $873,000.
13F-HR 0001569071-22-000002 filed by ACG Wealth
Filed 2022-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 8,750 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $926,000.
13F-HR 0001569071-22-000001 filed by ACG Wealth
Filed 2022-01-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 8,750 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $874,000.
13F-HR 0001569071-21-000006 filed by ACG Wealth
Filed 2021-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 8,750 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $885,000.
13F-HR 0001569071-21-000005 filed by ACG Wealth
Filed 2021-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 8,750 shares
Change vs previous 13F -10,000 shares
0.11% of the 13F portfolio, value $833,000.
13F-HR 0001569071-21-000003 filed by ACG Wealth
Filed 2021-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 18,750 shares
Change vs previous 13F not available
0.24% of the 13F portfolio, value $1,701,000.
13F-HR 0001569071-21-000001 filed by ACG Wealth
Filed 2021-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).