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Disclosery

ACG Wealth: ICOW position timeline

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

ACG Wealth held 189,450 ICOW 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 189,450 shares
    Change vs previous 13F +10,372 shares

    1% of the 13F portfolio, value $4,378,000.

    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 179,078 shares
    Change vs previous 13F +5,499 shares

    0.98% of the 13F portfolio, value $4,821,000.

    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 173,579 shares
    Change vs previous 13F +1,501 shares

    1.02% of the 13F portfolio, value $5,416,000.

    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 172,078 shares
    Change vs previous 13F +764 shares

    0.76% of the 13F portfolio, value $5,374,000.

    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 171,314 shares
    Change vs previous 13F -5,769 shares

    0.7% of the 13F portfolio, value $5,323,000.

    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 177,083 shares
    Change vs previous 13F +128,746 shares

    0.73% of the 13F portfolio, value $5,764,000.

    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 48,337 shares
    Change vs previous 13F +6,438 shares

    0.2% of the 13F portfolio, value $1,509,000.

    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 41,899 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,198,000.

    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).