Skip to content
Disclosery

ACG Wealth: IGSB position timeline

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

ACG Wealth held 126,763 IGSB 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 126,763 shares
    Change vs previous 13F +7,097 shares

    1.43% of the 13F portfolio, value $6,247,000.

    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 119,666 shares
    Change vs previous 13F +8,690 shares

    1.24% of the 13F portfolio, value $6,049,000.

    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 110,976 shares
    Change vs previous 13F +89 shares

    1.09% of the 13F portfolio, value $5,740,000.

    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 110,887 shares
    Change vs previous 13F -2,002 shares

    0.85% of the 13F portfolio, value $5,975,000.

    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 112,889 shares
    Change vs previous 13F -89,810 shares

    0.81% of the 13F portfolio, value $6,168,000.

    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 202,699 shares
    Change vs previous 13F -113,275 shares

    1.41% of the 13F portfolio, value $11,110,000.

    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 315,974 shares
    Change vs previous 13F +2,103 shares

    2.29% of the 13F portfolio, value $17,277,000.

    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 313,871 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $17,316,000.

    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).