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Disclosery

ACG Wealth: MSFT position timeline

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

ACG Wealth held 46,341 MSFT 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 46,341 shares
    Change vs previous 13F -2,862 shares

    2.47% of the 13F portfolio, value $10,793,000.

    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 49,203 shares
    Change vs previous 13F -1,295 shares

    2.58% of the 13F portfolio, value $12,636,000.

    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 50,498 shares
    Change vs previous 13F -47,643 shares

    2.94% of the 13F portfolio, value $15,569,000.

    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 98,141 shares
    Change vs previous 13F -25,610 shares

    4.69% of the 13F portfolio, value $33,007,000.

    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 123,751 shares
    Change vs previous 13F -962 shares

    4.59% of the 13F portfolio, value $34,888,000.

    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 124,713 shares
    Change vs previous 13F -3,058 shares

    4.29% of the 13F portfolio, value $33,785,000.

    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 127,771 shares
    Change vs previous 13F -4,532 shares

    4% of the 13F portfolio, value $30,125,000.

    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 132,303 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $29,427,000.

    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).