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Disclosery

ACG Wealth: JHMM position timeline

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

ACG Wealth held 19,947 JHMM 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 19,947 shares
    Change vs previous 13F -543 shares

    0.19% of the 13F portfolio, value $850,000.

    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 20,490 shares
    Change vs previous 13F -202 shares

    0.18% of the 13F portfolio, value $905,000.

    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 20,692 shares
    Change vs previous 13F -6,415 shares

    0.21% of the 13F portfolio, value $1,087,000.

    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 27,107 shares
    Change vs previous 13F -627 shares

    0.21% of the 13F portfolio, value $1,507,000.

    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 27,734 shares
    Change vs previous 13F -1,029 shares

    0.19% of the 13F portfolio, value $1,432,000.

    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 28,763 shares
    Change vs previous 13F -15,075 shares

    0.19% of the 13F portfolio, value $1,491,000.

    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 43,838 shares
    Change vs previous 13F -3,955 shares

    0.29% of the 13F portfolio, value $2,154,000.

    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 47,793 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,149,000.

    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).