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Disclosery

ACG Wealth: ECOW position timeline

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

ACG Wealth held 252,821 ECOW 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 252,821 shares
    Change vs previous 13F +23,884 shares

    0.95% of the 13F portfolio, value $4,151,000.

    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 228,937 shares
    Change vs previous 13F +1,974 shares

    0.91% of the 13F portfolio, value $4,455,000.

    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 226,963 shares
    Change vs previous 13F +9,008 shares

    1.02% of the 13F portfolio, value $5,420,000.

    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 217,955 shares
    Change vs previous 13F +3,658 shares

    0.76% of the 13F portfolio, value $5,351,000.

    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 214,297 shares
    Change vs previous 13F +1,900 shares

    0.69% of the 13F portfolio, value $5,240,000.

    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 212,397 shares
    Change vs previous 13F +194,859 shares

    0.72% of the 13F portfolio, value $5,652,000.

    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 17,538 shares
    Change vs previous 13F not available

    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).