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Disclosery

ACG Wealth: FXU position timeline

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

ACG Wealth held 7,532 FXU 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 7,532 shares
    Change vs previous 13F +624 shares

    0.05% of the 13F portfolio, value $230,000.

    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 6,908 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $223,000.

    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 6,907 shares
    Change vs previous 13F -6,429 shares

    0.04% of the 13F portfolio, value $235,000.

    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 13,336 shares
    Change vs previous 13F -742 shares

    0.06% of the 13F portfolio, value $436,000.

    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 14,078 shares
    Change vs previous 13F -445 shares

    0.05% of the 13F portfolio, value $417,000.

    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 14,523 shares
    Change vs previous 13F -11,050 shares

    0.06% of the 13F portfolio, value $435,000.

    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 25,573 shares
    Change vs previous 13F -1,866 shares

    0.1% of the 13F portfolio, value $762,000.

    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 27,439 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $779,000.

    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).