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Disclosery

ACG Wealth: META position timeline

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

ACG Wealth held 10,212 META 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 10,212 shares
    Change vs previous 13F -763 shares

    0.32% of the 13F portfolio, value $1,386,000.

    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 10,975 shares
    Change vs previous 13F -40 shares

    0.36% of the 13F portfolio, value $1,770,000.

    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 11,015 shares
    Change vs previous 13F -3,229 shares

    0.46% of the 13F portfolio, value $2,449,000.

    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 14,244 shares
    Change vs previous 13F -7,859 shares

    0.68% of the 13F portfolio, value $4,791,000.

    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 22,103 shares
    Change vs previous 13F -1,827 shares

    0.99% of the 13F portfolio, value $7,502,000.

    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 23,930 shares
    Change vs previous 13F -965 shares

    1.06% of the 13F portfolio, value $8,321,000.

    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 24,895 shares
    Change vs previous 13F -2,555 shares

    0.97% of the 13F portfolio, value $7,332,000.

    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 27,450 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $7,498,000.

    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).