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Disclosery

ACG Wealth: IEMG position timeline

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

ACG Wealth held 20,360 IEMG 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 20,360 shares
    Change vs previous 13F +1,268 shares

    0.2% of the 13F portfolio, value $875,000.

    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 19,092 shares
    Change vs previous 13F +1,278 shares

    0.19% of the 13F portfolio, value $937,000.

    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 17,814 shares
    Change vs previous 13F +438 shares

    0.19% of the 13F portfolio, value $990,000.

    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 17,376 shares
    Change vs previous 13F +346 shares

    0.15% of the 13F portfolio, value $1,040,000.

    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 17,030 shares
    Change vs previous 13F +789 shares

    0.14% of the 13F portfolio, value $1,052,000.

    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 16,241 shares
    Change vs previous 13F -3,566 shares

    0.14% of the 13F portfolio, value $1,088,000.

    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 19,807 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,275,000.

    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).