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Disclosery

ACG Wealth: FLDR position timeline

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

ACG Wealth held 24,315 FLDR 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 24,315 shares
    Change vs previous 13F -1,300 shares

    0.27% of the 13F portfolio, value $1,200,000.

    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 25,615 shares
    Change vs previous 13F -2,525 shares

    0.26% of the 13F portfolio, value $1,270,000.

    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 28,140 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,412,000.

    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 28,140 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,426,000.

    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).