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Disclosery

ACG Wealth: COWZ position timeline

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

ACG Wealth held 309,974 COWZ 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 309,974 shares
    Change vs previous 13F +27,865 shares

    2.91% of the 13F portfolio, value $12,715,000.

    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 282,109 shares
    Change vs previous 13F +7,439 shares

    2.48% of the 13F portfolio, value $12,150,000.

    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 274,670 shares
    Change vs previous 13F -1,845 shares

    2.58% of the 13F portfolio, value $13,673,000.

    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 276,515 shares
    Change vs previous 13F -3,136 shares

    1.85% of the 13F portfolio, value $13,021,000.

    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 279,651 shares
    Change vs previous 13F -7,953 shares

    1.61% of the 13F portfolio, value $12,221,000.

    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 287,604 shares
    Change vs previous 13F +29,209 shares

    1.56% of the 13F portfolio, value $12,304,000.

    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 258,395 shares
    Change vs previous 13F -2,382 shares

    1.39% of the 13F portfolio, value $10,512,000.

    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 260,777 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $8,752,000.

    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).