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Disclosery

ACG Wealth: MDU position timeline

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

ACG Wealth held 47,791 MDU 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 47,791 shares
    Change vs previous 13F -1,775 shares

    0.3% of the 13F portfolio, value $1,307,000.

    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 49,566 shares
    Change vs previous 13F +2,232 shares

    0.27% of the 13F portfolio, value $1,338,000.

    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 47,334 shares
    Change vs previous 13F +12,693 shares

    0.24% of the 13F portfolio, value $1,261,000.

    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 34,641 shares
    Change vs previous 13F +1,974 shares

    0.15% of the 13F portfolio, value $1,068,000.

    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 32,667 shares
    Change vs previous 13F +5,192 shares

    0.13% of the 13F portfolio, value $969,000.

    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 27,475 shares
    Change vs previous 13F +8,717 shares

    0.11% of the 13F portfolio, value $861,000.

    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 18,758 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $593,000.

    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).