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Disclosery

ACG Wealth: CB position timeline

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

ACG Wealth held 1,238 CB 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 1,238 shares
    Change vs previous 13F +46 shares

    0.05% of the 13F portfolio, value $225,000.

    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 1,192 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $234,000.

    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 1,190 shares
    Change vs previous 13F -134 shares

    0.05% of the 13F portfolio, value $255,000.

    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 1,324 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $256,000.

    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 1,322 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $229,000.

    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 1,320 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $210,000.

    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 1,318 shares
    Change vs previous 13F -52 shares

    0.03% of the 13F portfolio, value $208,000.

    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 1,370 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $211,000.

    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).