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Disclosery

ACG Wealth: DGX position timeline

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

ACG Wealth held 16,754 DGX 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 16,754 shares
    Change vs previous 13F +171 shares

    0.47% of the 13F portfolio, value $2,056,000.

    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 16,583 shares
    Change vs previous 13F +346 shares

    0.45% of the 13F portfolio, value $2,205,000.

    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 16,237 shares
    Change vs previous 13F +1,728 shares

    0.42% of the 13F portfolio, value $2,222,000.

    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 14,509 shares
    Change vs previous 13F +227 shares

    0.36% of the 13F portfolio, value $2,510,000.

    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 14,282 shares
    Change vs previous 13F -1,694 shares

    0.27% of the 13F portfolio, value $2,075,000.

    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 15,976 shares
    Change vs previous 13F +4,421 shares

    0.27% of the 13F portfolio, value $2,108,000.

    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 11,555 shares
    Change vs previous 13F +7,081 shares

    0.2% of the 13F portfolio, value $1,483,000.

    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 4,474 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $533,000.

    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).