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Disclosery

ACG Wealth: HD position timeline

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

ACG Wealth held 24,722 HD 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 24,722 shares
    Change vs previous 13F -624 shares

    1.56% of the 13F portfolio, value $6,822,000.

    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 25,346 shares
    Change vs previous 13F +1,229 shares

    1.42% of the 13F portfolio, value $6,950,000.

    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 24,117 shares
    Change vs previous 13F -12,119 shares

    1.36% of the 13F portfolio, value $7,219,000.

    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 36,236 shares
    Change vs previous 13F -7,144 shares

    2.14% of the 13F portfolio, value $15,038,000.

    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 43,380 shares
    Change vs previous 13F -583 shares

    1.87% of the 13F portfolio, value $14,240,000.

    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 43,963 shares
    Change vs previous 13F -1,031 shares

    1.78% of the 13F portfolio, value $14,019,000.

    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 44,994 shares
    Change vs previous 13F -1,925 shares

    1.82% of the 13F portfolio, value $13,734,000.

    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 46,919 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $12,463,000.

    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).