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ACG Wealth: BABA position timeline

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

ACG Wealth held 4,051 BABA 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 4,051 shares
    Change vs previous 13F -260 shares

    0.07% of the 13F portfolio, value $324,000.

    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 4,311 shares
    Change vs previous 13F -530 shares

    0.1% of the 13F portfolio, value $490,000.

    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 4,841 shares
    Change vs previous 13F -921 shares

    0.1% of the 13F portfolio, value $527,000.

    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 5,762 shares
    Change vs previous 13F -1,543 shares

    0.1% of the 13F portfolio, value $684,000.

    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 7,305 shares
    Change vs previous 13F -294 shares

    0.14% of the 13F portfolio, value $1,082,000.

    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 7,599 shares
    Change vs previous 13F -595 shares

    0.22% of the 13F portfolio, value $1,723,000.

    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 8,194 shares
    Change vs previous 13F -1,321 shares

    0.25% of the 13F portfolio, value $1,858,000.

    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 9,515 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,214,000.

    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).