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Disclosery

ACG Wealth: EES position timeline

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

ACG Wealth held 22,330 EES 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 22,330 shares
    Change vs previous 13F +8 shares

    0.2% of the 13F portfolio, value $875,000.

    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 22,322 shares
    Change vs previous 13F -527 shares

    0.19% of the 13F portfolio, value $918,000.

    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 22,849 shares
    Change vs previous 13F -9,141 shares

    0.21% of the 13F portfolio, value $1,096,000.

    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 31,990 shares
    Change vs previous 13F -2,403 shares

    0.23% of the 13F portfolio, value $1,644,000.

    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 34,393 shares
    Change vs previous 13F +12 shares

    0.22% of the 13F portfolio, value $1,662,000.

    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 34,381 shares
    Change vs previous 13F -93,450 shares

    0.22% of the 13F portfolio, value $1,698,000.

    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 127,831 shares
    Change vs previous 13F -7,591 shares

    0.8% of the 13F portfolio, value $6,057,000.

    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 135,422 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $5,271,000.

    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).