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Disclosery

ACG Wealth: BRK-B position timeline

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

ACG Wealth held 8,605 BRK-B 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 8,605 shares
    Change vs previous 13F +678 shares

    0.53% of the 13F portfolio, value $2,298,000.

    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 7,927 shares
    Change vs previous 13F +44 shares

    0.44% of the 13F portfolio, value $2,164,000.

    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 7,883 shares
    Change vs previous 13F -1,647 shares

    0.53% of the 13F portfolio, value $2,782,000.

    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 9,530 shares
    Change vs previous 13F -629 shares

    0.4% of the 13F portfolio, value $2,849,000.

    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 10,159 shares
    Change vs previous 13F -2,193 shares

    0.36% of the 13F portfolio, value $2,773,000.

    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 12,352 shares
    Change vs previous 13F +173 shares

    0.44% of the 13F portfolio, value $3,433,000.

    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 12,179 shares
    Change vs previous 13F -287 shares

    0.41% of the 13F portfolio, value $3,111,000.

    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 12,466 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,890,000.

    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).