Skip to content
Disclosery

ACG Wealth: III position timeline

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

ACG Wealth held 33,731 III 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 33,731 shares
    Change vs previous 13F +8,081 shares

    0.04% of the 13F portfolio, value $161,000.

    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 25,650 shares
    Change vs previous 13F +8,620 shares

    0.04% of the 13F portfolio, value $173,000.

    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 17,030 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $116,000.

    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 17,031 shares
    Change vs previous 13F +56 shares

    0.02% of the 13F portfolio, value $130,000.

    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 16,975 shares
    Change vs previous 13F -148 shares

    0.02% of the 13F portfolio, value $122,000.

    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 17,123 shares
    Change vs previous 13F -6,877 shares

    0.01% of the 13F portfolio, value $100,000.

    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 24,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $106,000.

    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 24,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $79,000.

    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).