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Disclosery

ACG Wealth: COP position timeline

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

ACG Wealth held 25,373 COP 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 25,373 shares
    Change vs previous 13F +1,831 shares

    0.59% of the 13F portfolio, value $2,597,000.

    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 23,542 shares
    Change vs previous 13F +41 shares

    0.43% of the 13F portfolio, value $2,114,000.

    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 23,501 shares
    Change vs previous 13F +526 shares

    0.44% of the 13F portfolio, value $2,350,000.

    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 22,975 shares
    Change vs previous 13F -4,090 shares

    0.24% of the 13F portfolio, value $1,658,000.

    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 27,065 shares
    Change vs previous 13F +687 shares

    0.24% of the 13F portfolio, value $1,834,000.

    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 26,378 shares
    Change vs previous 13F +808 shares

    0.2% of the 13F portfolio, value $1,606,000.

    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 25,570 shares
    Change vs previous 13F +1,862 shares

    0.18% of the 13F portfolio, value $1,354,000.

    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 23,708 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $948,000.

    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).