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Disclosery

ACG Wealth: C position timeline

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

ACG Wealth held 24,838 C 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 24,838 shares
    Change vs previous 13F -520 shares

    0.24% of the 13F portfolio, value $1,035,000.

    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 25,358 shares
    Change vs previous 13F +100 shares

    0.24% of the 13F portfolio, value $1,166,000.

    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 25,258 shares
    Change vs previous 13F +3,323 shares

    0.26% of the 13F portfolio, value $1,349,000.

    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 21,935 shares
    Change vs previous 13F +375 shares

    0.19% of the 13F portfolio, value $1,325,000.

    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 21,560 shares
    Change vs previous 13F +990 shares

    0.2% of the 13F portfolio, value $1,513,000.

    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 20,570 shares
    Change vs previous 13F +5,280 shares

    0.18% of the 13F portfolio, value $1,455,000.

    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 15,290 shares
    Change vs previous 13F +1,464 shares

    0.15% of the 13F portfolio, value $1,112,000.

    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 13,826 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $853,000.

    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).