Skip to content
Disclosery

ACG Wealth: IYH position timeline

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

ACG Wealth held 3,895 IYH 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 3,895 shares
    Change vs previous 13F -20 shares

    0.23% of the 13F portfolio, value $985,000.

    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 3,915 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $1,053,000.

    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 3,914 shares
    Change vs previous 13F -78 shares

    0.21% of the 13F portfolio, value $1,130,000.

    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 3,992 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $1,199,000.

    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 3,991 shares
    Change vs previous 13F +22 shares

    0.14% of the 13F portfolio, value $1,101,000.

    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 3,969 shares
    Change vs previous 13F -545 shares

    0.14% of the 13F portfolio, value $1,083,000.

    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 4,514 shares
    Change vs previous 13F -98 shares

    0.15% of the 13F portfolio, value $1,139,000.

    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 4,612 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,134,000.

    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).