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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

  1. period ended2022-09-30
    13F 5,576 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 5,379 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 5,452 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 7,069 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 6,098 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 5,996 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 13,092 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).