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Disclosery

ACG Wealth: FDX position timeline

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

ACG Wealth held 26,233 FDX 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 26,233 shares
    Change vs previous 13F +870 shares

    0.89% of the 13F portfolio, value $3,895,000.

    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 25,363 shares
    Change vs previous 13F +1,453 shares

    1.17% of the 13F portfolio, value $5,755,000.

    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 23,910 shares
    Change vs previous 13F -1,574 shares

    1.05% of the 13F portfolio, value $5,533,000.

    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 25,484 shares
    Change vs previous 13F +62 shares

    0.94% of the 13F portfolio, value $6,591,000.

    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 25,422 shares
    Change vs previous 13F +4,751 shares

    0.73% of the 13F portfolio, value $5,575,000.

    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 20,671 shares
    Change vs previous 13F +1,817 shares

    0.78% of the 13F portfolio, value $6,167,000.

    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 18,854 shares
    Change vs previous 13F +352 shares

    0.71% of the 13F portfolio, value $5,355,000.

    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 18,502 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,803,000.

    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).