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Disclosery

ACG Wealth: DIS position timeline

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

ACG Wealth held 20,554 DIS 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 20,554 shares
    Change vs previous 13F -1,491 shares

    0.44% of the 13F portfolio, value $1,939,000.

    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 22,045 shares
    Change vs previous 13F +619 shares

    0.43% of the 13F portfolio, value $2,082,000.

    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 21,426 shares
    Change vs previous 13F -8,766 shares

    0.56% of the 13F portfolio, value $2,939,000.

    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 30,192 shares
    Change vs previous 13F -8,166 shares

    0.66% of the 13F portfolio, value $4,676,000.

    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 38,358 shares
    Change vs previous 13F -577 shares

    0.85% of the 13F portfolio, value $6,489,000.

    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 38,935 shares
    Change vs previous 13F -2,115 shares

    0.87% of the 13F portfolio, value $6,844,000.

    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 41,050 shares
    Change vs previous 13F -456 shares

    1.01% of the 13F portfolio, value $7,575,000.

    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 41,506 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $7,520,000.

    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).