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Disclosery

ACG Wealth: IYF position timeline

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

ACG Wealth held 14,835 IYF 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 14,835 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,002,000.

    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 14,835 shares
    Change vs previous 13F +10 shares

    0.21% of the 13F portfolio, value $1,038,000.

    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 14,825 shares
    Change vs previous 13F +9 shares

    0.24% of the 13F portfolio, value $1,253,000.

    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 14,816 shares
    Change vs previous 13F -1,192 shares

    0.18% of the 13F portfolio, value $1,284,000.

    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 16,008 shares
    Change vs previous 13F -670 shares

    0.17% of the 13F portfolio, value $1,321,000.

    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 16,678 shares
    Change vs previous 13F +600 shares

    0.17% of the 13F portfolio, value $1,352,000.

    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 16,078 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,204,000.

    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 16,078 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,074,000.

    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).