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Disclosery

ACG Wealth: OBDC position timeline

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

ACG Wealth held 283,416 OBDC 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 283,416 shares
    Change vs previous 13F -14,043 shares

    0.67% of the 13F portfolio, value $2,939,000.

    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 297,459 shares
    Change vs previous 13F +996 shares

    0.75% of the 13F portfolio, value $3,668,000.

    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 296,463 shares
    Change vs previous 13F +143,419 shares

    0.83% of the 13F portfolio, value $4,382,000.

    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 153,044 shares
    Change vs previous 13F -14,547 shares

    0.31% of the 13F portfolio, value $2,167,000.

    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 167,591 shares
    Change vs previous 13F +8,643 shares

    0.31% of the 13F portfolio, value $2,366,000.

    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 158,948 shares
    Change vs previous 13F -9,589 shares

    0.29% of the 13F portfolio, value $2,268,000.

    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 168,537 shares
    Change vs previous 13F -58,733 shares

    0.31% of the 13F portfolio, value $2,321,000.

    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 227,270 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,877,000.

    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).