Skip to content
Disclosery

ACG Wealth: DE position timeline

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

ACG Wealth held 759 DE 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 759 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $254,000.

    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 759 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $227,000.

    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 776 shares
    Change vs previous 13F -522 shares

    0.06% of the 13F portfolio, value $323,000.

    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 1,298 shares
    Change vs previous 13F +456 shares

    0.06% of the 13F portfolio, value $445,000.

    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 842 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $282,000.

    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 831 shares
    Change vs previous 13F -364 shares

    0.04% of the 13F portfolio, value $293,000.

    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 1,195 shares
    Change vs previous 13F +81 shares

    0.06% of the 13F portfolio, value $447,000.

    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 1,114 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $300,000.

    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).