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Disclosery

ACG Wealth: AMZN position timeline

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

ACG Wealth held 64,348 AMZN 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 64,348 shares
    Change vs previous 13F -2,825 shares

    1.66% of the 13F portfolio, value $7,271,000.

    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 67,173 shares
    Change vs previous 13F +63,915 shares

    1.46% of the 13F portfolio, value $7,137,000.

    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 3,258 shares
    Change vs previous 13F -2,173 shares

    2.01% of the 13F portfolio, value $10,621,000.

    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 5,431 shares
    Change vs previous 13F -2,321 shares

    2.57% of the 13F portfolio, value $18,109,000.

    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 7,752 shares
    Change vs previous 13F -118 shares

    3.35% of the 13F portfolio, value $25,466,000.

    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 7,870 shares
    Change vs previous 13F -152 shares

    3.44% of the 13F portfolio, value $27,074,000.

    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 8,022 shares
    Change vs previous 13F +31 shares

    3.29% of the 13F portfolio, value $24,821,000.

    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 7,991 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $26,026,000.

    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).