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Disclosery

ACG Wealth: GSEW position timeline

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

ACG Wealth held 17,391 GSEW 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 17,391 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $927,000.

    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 17,388 shares
    Change vs previous 13F -20 shares

    0.2% of the 13F portfolio, value $965,000.

    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 17,408 shares
    Change vs previous 13F -5,877 shares

    0.22% of the 13F portfolio, value $1,169,000.

    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 23,285 shares
    Change vs previous 13F -1,147 shares

    0.24% of the 13F portfolio, value $1,665,000.

    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 24,432 shares
    Change vs previous 13F -1,148 shares

    0.21% of the 13F portfolio, value $1,633,000.

    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 25,580 shares
    Change vs previous 13F -16,461 shares

    0.22% of the 13F portfolio, value $1,719,000.

    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 42,041 shares
    Change vs previous 13F -3,608 shares

    0.35% of the 13F portfolio, value $2,619,000.

    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 45,649 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,639,000.

    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).