Skip to content
Disclosery

ACG Wealth: DHR position timeline

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

ACG Wealth held 1,403 DHR 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 1,403 shares
    Change vs previous 13F -1,045 shares

    0.08% of the 13F portfolio, value $362,000.

    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 2,448 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $621,000.

    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 2,446 shares
    Change vs previous 13F +226 shares

    0.14% of the 13F portfolio, value $718,000.

    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 2,220 shares
    Change vs previous 13F +1,044 shares

    0.1% of the 13F portfolio, value $730,000.

    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 1,176 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $358,000.

    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 1,175 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $315,000.

    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 1,174 shares
    Change vs previous 13F -351 shares

    0.04% of the 13F portfolio, value $264,000.

    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 1,525 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $339,000.

    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).