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Disclosery

ACG Wealth: JSMD position timeline

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

ACG Wealth held 9,166 JSMD 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 9,166 shares
    Change vs previous 13F -38 shares

    0.1% of the 13F portfolio, value $449,000.

    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 9,204 shares
    Change vs previous 13F -296 shares

    0.1% of the 13F portfolio, value $469,000.

    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 9,500 shares
    Change vs previous 13F -1,939 shares

    0.11% of the 13F portfolio, value $579,000.

    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 11,439 shares
    Change vs previous 13F -1,163 shares

    0.11% of the 13F portfolio, value $775,000.

    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 12,602 shares
    Change vs previous 13F +27 shares

    0.11% of the 13F portfolio, value $818,000.

    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 12,575 shares
    Change vs previous 13F -50,789 shares

    0.11% of the 13F portfolio, value $850,000.

    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 63,364 shares
    Change vs previous 13F -2,105 shares

    0.56% of the 13F portfolio, value $4,252,000.

    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 65,469 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,105,000.

    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).