Skip to content
Disclosery

ACG Wealth: IVV position timeline

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

ACG Wealth held 4,672 IVV 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 4,672 shares
    Change vs previous 13F +10 shares

    0.38% of the 13F portfolio, value $1,676,000.

    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 4,662 shares
    Change vs previous 13F -404 shares

    0.36% of the 13F portfolio, value $1,768,000.

    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 5,066 shares
    Change vs previous 13F -1,813 shares

    0.43% of the 13F portfolio, value $2,299,000.

    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 6,879 shares
    Change vs previous 13F -197 shares

    0.47% of the 13F portfolio, value $3,281,000.

    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 7,076 shares
    Change vs previous 13F -781 shares

    0.4% of the 13F portfolio, value $3,048,000.

    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 7,857 shares
    Change vs previous 13F -5,143 shares

    0.43% of the 13F portfolio, value $3,378,000.

    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 13,000 shares
    Change vs previous 13F -258 shares

    0.69% of the 13F portfolio, value $5,171,000.

    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 13,258 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,977,000.

    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).