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Disclosery

ACG Wealth: BA position timeline

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

ACG Wealth held 9,339 BA 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 9,339 shares
    Change vs previous 13F +32 shares

    0.26% of the 13F portfolio, value $1,131,000.

    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 9,307 shares
    Change vs previous 13F -177 shares

    0.26% of the 13F portfolio, value $1,272,000.

    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 9,484 shares
    Change vs previous 13F -318 shares

    0.34% of the 13F portfolio, value $1,816,000.

    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 9,802 shares
    Change vs previous 13F -563 shares

    0.28% of the 13F portfolio, value $1,973,000.

    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 10,365 shares
    Change vs previous 13F -190 shares

    0.3% of the 13F portfolio, value $2,280,000.

    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 10,555 shares
    Change vs previous 13F -4,675 shares

    0.32% of the 13F portfolio, value $2,529,000.

    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 15,230 shares
    Change vs previous 13F +747 shares

    0.51% of the 13F portfolio, value $3,879,000.

    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 14,483 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,100,000.

    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).