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Disclosery

ACG Wealth: EEM position timeline

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

ACG Wealth held 194,935 EEM 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 194,935 shares
    Change vs previous 13F +11,499 shares

    1.55% of the 13F portfolio, value $6,799,000.

    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 183,436 shares
    Change vs previous 13F +1,418 shares

    1.5% of the 13F portfolio, value $7,356,000.

    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 182,018 shares
    Change vs previous 13F -544 shares

    1.55% of the 13F portfolio, value $8,218,000.

    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 182,562 shares
    Change vs previous 13F +1,573 shares

    1.27% of the 13F portfolio, value $8,918,000.

    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 180,989 shares
    Change vs previous 13F -6,061 shares

    1.2% of the 13F portfolio, value $9,118,000.

    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 187,050 shares
    Change vs previous 13F +44,634 shares

    1.31% of the 13F portfolio, value $10,316,000.

    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 142,416 shares
    Change vs previous 13F +4,751 shares

    1.01% of the 13F portfolio, value $7,596,000.

    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 137,665 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $7,113,000.

    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).