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Disclosery

ACG Wealth: EL position timeline

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

ACG Wealth held 3,726 EL 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 3,726 shares
    Change vs previous 13F -625 shares

    0.18% of the 13F portfolio, value $804,000.

    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 4,351 shares
    Change vs previous 13F -184 shares

    0.23% of the 13F portfolio, value $1,109,000.

    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 4,535 shares
    Change vs previous 13F -5,760 shares

    0.23% of the 13F portfolio, value $1,235,000.

    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 10,295 shares
    Change vs previous 13F -5,063 shares

    0.54% of the 13F portfolio, value $3,811,000.

    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 15,358 shares
    Change vs previous 13F -512 shares

    0.61% of the 13F portfolio, value $4,606,000.

    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 15,870 shares
    Change vs previous 13F -165 shares

    0.64% of the 13F portfolio, value $5,048,000.

    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 16,035 shares
    Change vs previous 13F -142 shares

    0.62% of the 13F portfolio, value $4,664,000.

    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 16,177 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,306,000.

    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).