Skip to content
Disclosery

ACG Wealth: DWMF position timeline

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

ACG Wealth held 20,483 DWMF 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 20,483 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $444,000.

    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 20,473 shares
    Change vs previous 13F -291 shares

    0.1% of the 13F portfolio, value $481,000.

    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 20,764 shares
    Change vs previous 13F -9,994 shares

    0.1% of the 13F portfolio, value $522,000.

    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 30,758 shares
    Change vs previous 13F -2,068 shares

    0.12% of the 13F portfolio, value $817,000.

    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 32,826 shares
    Change vs previous 13F -1,184 shares

    0.11% of the 13F portfolio, value $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 34,010 shares
    Change vs previous 13F -108,235 shares

    0.11% of the 13F portfolio, value $889,000.

    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 142,245 shares
    Change vs previous 13F -3,949 shares

    0.48% of the 13F portfolio, value $3,623,000.

    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 146,194 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,618,000.

    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).