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Disclosery

ACG Wealth: CRM position timeline

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

ACG Wealth held 23,698 CRM 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 23,698 shares
    Change vs previous 13F +1,684 shares

    0.78% of the 13F portfolio, value $3,409,000.

    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 22,014 shares
    Change vs previous 13F +1,776 shares

    0.74% of the 13F portfolio, value $3,636,000.

    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 20,238 shares
    Change vs previous 13F -3,874 shares

    0.81% of the 13F portfolio, value $4,297,000.

    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 24,112 shares
    Change vs previous 13F -8,516 shares

    0.87% of the 13F portfolio, value $6,128,000.

    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 32,628 shares
    Change vs previous 13F -171 shares

    1.16% of the 13F portfolio, value $8,849,000.

    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 32,799 shares
    Change vs previous 13F +4,030 shares

    1.02% of the 13F portfolio, value $8,012,000.

    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 28,769 shares
    Change vs previous 13F +1,211 shares

    0.81% of the 13F portfolio, value $6,095,000.

    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 27,558 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $6,132,000.

    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).