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Disclosery

ACG Wealth: EPS position timeline

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

ACG Wealth held 12,290 EPS 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 12,290 shares
    Change vs previous 13F +763 shares

    0.11% of the 13F portfolio, value $472,000.

    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 11,527 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $470,000.

    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 11,526 shares
    Change vs previous 13F -8,389 shares

    0.11% of the 13F portfolio, value $557,000.

    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 19,915 shares
    Change vs previous 13F -444 shares

    0.14% of the 13F portfolio, value $1,003,000.

    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 20,359 shares
    Change vs previous 13F -492 shares

    0.12% of the 13F portfolio, value $936,000.

    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 20,851 shares
    Change vs previous 13F -11,735 shares

    0.12% of the 13F portfolio, value $964,000.

    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 32,586 shares
    Change vs previous 13F -7,317 shares

    0.19% of the 13F portfolio, value $1,413,000.

    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 39,903 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,602,000.

    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).