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Disclosery

ACG Wealth: IYW position timeline

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

ACG Wealth held 39,816 IYW 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 39,816 shares
    Change vs previous 13F -360 shares

    0.67% of the 13F portfolio, value $2,921,000.

    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 40,176 shares
    Change vs previous 13F -197 shares

    0.66% of the 13F portfolio, value $3,212,000.

    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 40,373 shares
    Change vs previous 13F -2,518 shares

    0.79% of the 13F portfolio, value $4,160,000.

    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 42,891 shares
    Change vs previous 13F -16 shares

    0.7% of the 13F portfolio, value $4,925,000.

    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 42,907 shares
    Change vs previous 13F -437 shares

    0.57% of the 13F portfolio, value $4,345,000.

    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 43,344 shares
    Change vs previous 13F -4,505 shares

    0.55% of the 13F portfolio, value $4,308,000.

    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 47,849 shares
    Change vs previous 13F +494 shares

    0.56% of the 13F portfolio, value $4,196,000.

    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 47,355 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,029,000.

    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).