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Disclosery

ACG Wealth: IQLT position timeline

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

ACG Wealth held 13,371 IQLT 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 13,371 shares
    Change vs previous 13F +606 shares

    0.08% of the 13F portfolio, value $371,000.

    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 12,765 shares
    Change vs previous 13F +143 shares

    0.08% of the 13F portfolio, value $395,000.

    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 12,622 shares
    Change vs previous 13F -6,917 shares

    0.09% of the 13F portfolio, value $465,000.

    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 19,539 shares
    Change vs previous 13F +1,366 shares

    0.11% of the 13F portfolio, value $769,000.

    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 18,173 shares
    Change vs previous 13F +359 shares

    0.09% of the 13F portfolio, value $688,000.

    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 17,814 shares
    Change vs previous 13F -44,432 shares

    0.09% of the 13F portfolio, value $687,000.

    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 62,246 shares
    Change vs previous 13F +20,392 shares

    0.3% of the 13F portfolio, value $2,268,000.

    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 41,854 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,493,000.

    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).