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Disclosery

ACG Wealth: IDXX position timeline

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

ACG Wealth held 3,002 IDXX 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 3,002 shares
    Change vs previous 13F -204 shares

    0.22% of the 13F portfolio, value $978,000.

    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 3,206 shares
    Change vs previous 13F -96 shares

    0.23% of the 13F portfolio, value $1,124,000.

    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 3,302 shares
    Change vs previous 13F -3,525 shares

    0.34% of the 13F portfolio, value $1,806,000.

    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 6,827 shares
    Change vs previous 13F -3,350 shares

    0.64% of the 13F portfolio, value $4,495,000.

    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 10,177 shares
    Change vs previous 13F -270 shares

    0.83% of the 13F portfolio, value $6,329,000.

    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 10,447 shares
    Change vs previous 13F -295 shares

    0.84% of the 13F portfolio, value $6,598,000.

    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 10,742 shares
    Change vs previous 13F -55 shares

    0.7% of the 13F portfolio, value $5,256,000.

    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 10,797 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $5,397,000.

    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).