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Disclosery

ACG Wealth: EZM position timeline

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

ACG Wealth held 86,665 EZM 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 86,665 shares
    Change vs previous 13F +3,370 shares

    0.87% of the 13F portfolio, value $3,812,000.

    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 83,295 shares
    Change vs previous 13F +466 shares

    0.78% of the 13F portfolio, value $3,829,000.

    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 82,829 shares
    Change vs previous 13F -5,852 shares

    0.86% of the 13F portfolio, value $4,529,000.

    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 88,681 shares
    Change vs previous 13F -881 shares

    0.71% of the 13F portfolio, value $4,991,000.

    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 89,562 shares
    Change vs previous 13F -2,355 shares

    0.61% of the 13F portfolio, value $4,658,000.

    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 91,917 shares
    Change vs previous 13F -15,628 shares

    0.61% of the 13F portfolio, value $4,816,000.

    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 107,545 shares
    Change vs previous 13F -4,510 shares

    0.73% of the 13F portfolio, value $5,477,000.

    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 112,055 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $4,870,000.

    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).