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Disclosery

ACG Wealth: IEFA position timeline

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

ACG Wealth held 0 IEFA 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 0 shares
    Change vs previous 13F -2,961 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2022-06-30
    13F 2,961 shares
    Change vs previous 13F -558 shares

    0.04% of the 13F portfolio, value $174,000.

    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 3,519 shares
    Change vs previous 13F -404 shares

    0.05% of the 13F portfolio, value $245,000.

    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 3,923 shares
    Change vs previous 13F +44 shares

    0.04% of the 13F portfolio, value $293,000.

    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 3,879 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $288,000.

    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 3,879 shares
    Change vs previous 13F +1,058 shares

    0.04% of the 13F portfolio, value $290,000.

    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 2,821 shares
    Change vs previous 13F -82 shares

    0.03% of the 13F portfolio, value $203,000.

    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 2,903 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $201,000.

    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).