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Disclosery

ACG Wealth: CALF position timeline

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

ACG Wealth held 111,599 CALF 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 111,599 shares
    Change vs previous 13F +8,683 shares

    0.83% of the 13F portfolio, value $3,627,000.

    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 102,916 shares
    Change vs previous 13F +5,311 shares

    0.71% of the 13F portfolio, value $3,467,000.

    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 97,605 shares
    Change vs previous 13F +1,355 shares

    0.74% of the 13F portfolio, value $3,914,000.

    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 96,250 shares
    Change vs previous 13F +742 shares

    0.59% of the 13F portfolio, value $4,117,000.

    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 95,508 shares
    Change vs previous 13F -3,515 shares

    0.53% of the 13F portfolio, value $4,051,000.

    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 99,023 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,417,000.

    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).