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Disclosery

ACG Wealth: IMCG position timeline

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

ACG Wealth held 73,944 IMCG 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 73,944 shares
    Change vs previous 13F +3,430 shares

    0.85% of the 13F portfolio, value $3,725,000.

    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 70,514 shares
    Change vs previous 13F +427 shares

    0.75% of the 13F portfolio, value $3,663,000.

    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 70,087 shares
    Change vs previous 13F +209 shares

    0.85% of the 13F portfolio, value $4,505,000.

    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 69,878 shares
    Change vs previous 13F -2,106 shares

    0.73% of the 13F portfolio, value $5,118,000.

    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 71,984 shares
    Change vs previous 13F -2,578 shares

    0.65% of the 13F portfolio, value $4,958,000.

    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 74,562 shares
    Change vs previous 13F +65,767 shares

    0.65% of the 13F portfolio, value $5,137,000.

    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 8,795 shares
    Change vs previous 13F +72 shares

    0.44% of the 13F portfolio, value $3,326,000.

    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 8,723 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,336,000.

    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).