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Disclosery

ACG Wealth: IVW position timeline

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

ACG Wealth held 14,147 IVW 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 14,147 shares
    Change vs previous 13F +301 shares

    0.19% of the 13F portfolio, value $818,000.

    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 13,846 shares
    Change vs previous 13F -7,493 shares

    0.17% of the 13F portfolio, value $836,000.

    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 21,339 shares
    Change vs previous 13F -2,405 shares

    0.31% of the 13F portfolio, value $1,630,000.

    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 23,744 shares
    Change vs previous 13F +1,056 shares

    0.28% of the 13F portfolio, value $1,987,000.

    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 22,688 shares
    Change vs previous 13F -476 shares

    0.22% of the 13F portfolio, value $1,677,000.

    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 23,164 shares
    Change vs previous 13F -51,089 shares

    0.21% of the 13F portfolio, value $1,685,000.

    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 74,253 shares
    Change vs previous 13F -1,311 shares

    0.64% of the 13F portfolio, value $4,835,000.

    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 75,564 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $4,822,000.

    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).