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Disclosery

ACG Wealth: FEX position timeline

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

ACG Wealth held 12,058 FEX 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 12,058 shares
    Change vs previous 13F -186 shares

    0.2% of the 13F portfolio, value $871,000.

    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 12,244 shares
    Change vs previous 13F +381 shares

    0.19% of the 13F portfolio, value $931,000.

    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 11,863 shares
    Change vs previous 13F -1,350 shares

    0.2% of the 13F portfolio, value $1,047,000.

    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 13,213 shares
    Change vs previous 13F -482 shares

    0.17% of the 13F portfolio, value $1,220,000.

    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 13,695 shares
    Change vs previous 13F -3,061 shares

    0.15% of the 13F portfolio, value $1,168,000.

    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 16,756 shares
    Change vs previous 13F -9,556 shares

    0.18% of the 13F portfolio, value $1,439,000.

    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 26,312 shares
    Change vs previous 13F -1,550 shares

    0.28% of the 13F portfolio, value $2,107,000.

    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 27,862 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,046,000.

    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).