ACG Wealth: IJR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACG Wealth on IJR, newest first. How the timeline and the estimate are built.
ACG Wealth held 5,576 IJR shares at 2022-09-30 per its 13F-HR filed 2022-11-03.
the latest 13F is the newest step
- period ended2022-09-3013F 5,576 sharesChange vs previous 13F +197 shares
0.11% of the 13F portfolio, value $486,000.
13F-HR 0001569071-22-000004 filed by ACG Wealth
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 5,379 sharesChange vs previous 13F -73 shares
0.1% of the 13F portfolio, value $497,000.
13F-HR 0001569071-22-000003 filed by ACG Wealth
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 5,452 sharesChange vs previous 13F -1,617 shares
0.11% of the 13F portfolio, value $588,000.
13F-HR 0001569071-22-000002 filed by ACG Wealth
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 7,069 sharesChange vs previous 13F +971 shares
0.11% of the 13F portfolio, value $809,000.
13F-HR 0001569071-22-000001 filed by ACG Wealth
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 6,098 sharesChange vs previous 13F +102 shares
0.09% of the 13F portfolio, value $666,000.
13F-HR 0001569071-21-000006 filed by ACG Wealth
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-06-3013F 5,996 sharesChange vs previous 13F -7,096 shares
0.09% of the 13F portfolio, value $677,000.
13F-HR 0001569071-21-000005 filed by ACG Wealth
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-03-3113F 13,092 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $1,421,000.
13F-HR 0001569071-21-000003 filed by ACG Wealth
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).