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Disclosery

ACG Wealth: IWS position timeline

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

ACG Wealth held 3,814 IWS 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 3,814 shares
    Change vs previous 13F -147 shares

    0.08% of the 13F portfolio, value $366,000.

    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 3,961 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $402,000.

    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 3,959 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $474,000.

    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 3,957 shares
    Change vs previous 13F -89 shares

    0.07% of the 13F portfolio, value $484,000.

    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 4,046 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $458,000.

    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 4,044 shares
    Change vs previous 13F -437 shares

    0.06% of the 13F portfolio, value $465,000.

    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 4,481 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $490,000.

    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 4,479 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $434,000.

    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).