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Disclosery

ACG Wealth: ITOT position timeline

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

ACG Wealth held 15,341 ITOT 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 15,341 shares
    Change vs previous 13F +1,964 shares

    0.28% of the 13F portfolio, value $1,220,000.

    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 13,377 shares
    Change vs previous 13F +2,239 shares

    0.23% of the 13F portfolio, value $1,121,000.

    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 11,138 shares
    Change vs previous 13F -9,413 shares

    0.21% of the 13F portfolio, value $1,124,000.

    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 20,551 shares
    Change vs previous 13F -85 shares

    0.31% of the 13F portfolio, value $2,199,000.

    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 20,636 shares
    Change vs previous 13F -121 shares

    0.27% of the 13F portfolio, value $2,030,000.

    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 20,757 shares
    Change vs previous 13F -6,041 shares

    0.26% of the 13F portfolio, value $2,050,000.

    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 26,798 shares
    Change vs previous 13F -844 shares

    0.33% of the 13F portfolio, value $2,455,000.

    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 27,642 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,383,000.

    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).