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Disclosery

ACG Wealth: CL position timeline

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

ACG Wealth held 3,424 CL 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 3,424 shares
    Change vs previous 13F -468 shares

    0.06% of the 13F portfolio, value $241,000.

    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 3,892 shares
    Change vs previous 13F -400 shares

    0.06% of the 13F portfolio, value $312,000.

    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 4,292 shares
    Change vs previous 13F -2,091 shares

    0.06% of the 13F portfolio, value $325,000.

    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 6,383 shares
    Change vs previous 13F +1,360 shares

    0.08% of the 13F portfolio, value $545,000.

    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 5,023 shares
    Change vs previous 13F -154 shares

    0.05% of the 13F portfolio, value $380,000.

    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 5,177 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $421,000.

    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 5,163 shares
    Change vs previous 13F -1,848 shares

    0.05% of the 13F portfolio, value $407,000.

    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 7,011 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $600,000.

    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).