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Disclosery

ACG Wealth: IJH position timeline

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

ACG Wealth held 4,577 IJH 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 4,577 shares
    Change vs previous 13F +70 shares

    0.23% of the 13F portfolio, value $1,004,000.

    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 4,507 shares
    Change vs previous 13F -621 shares

    0.21% of the 13F portfolio, value $1,020,000.

    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 5,128 shares
    Change vs previous 13F -727 shares

    0.26% of the 13F portfolio, value $1,376,000.

    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 5,855 shares
    Change vs previous 13F +309 shares

    0.24% of the 13F portfolio, value $1,657,000.

    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 5,546 shares
    Change vs previous 13F -234 shares

    0.19% of the 13F portfolio, value $1,459,000.

    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 5,780 shares
    Change vs previous 13F -1,551 shares

    0.2% of the 13F portfolio, value $1,553,000.

    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 7,331 shares
    Change vs previous 13F +4,774 shares

    0.25% of the 13F portfolio, value $1,908,000.

    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 2,557 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $588,000.

    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).