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Disclosery

ACG Wealth: LMBS position timeline

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

ACG Wealth held 94,601 LMBS 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 94,601 shares
    Change vs previous 13F -2,712 shares

    1.02% of the 13F portfolio, value $4,479,000.

    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 97,313 shares
    Change vs previous 13F +4,034 shares

    0.96% of the 13F portfolio, value $4,700,000.

    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 93,279 shares
    Change vs previous 13F -2,828 shares

    0.86% of the 13F portfolio, value $4,566,000.

    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 96,107 shares
    Change vs previous 13F -4,671 shares

    0.68% of the 13F portfolio, value $4,804,000.

    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 100,778 shares
    Change vs previous 13F -3,161 shares

    0.67% of the 13F portfolio, value $5,097,000.

    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 103,939 shares
    Change vs previous 13F +87,917 shares

    0.67% of the 13F portfolio, value $5,291,000.

    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 16,022 shares
    Change vs previous 13F +469 shares

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

    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 15,553 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $801,000.

    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).