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Disclosery

ACG Wealth: OVT position timeline

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

ACG Wealth held 217,616 OVT 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 217,616 shares
    Change vs previous 13F -7,468 shares

    1.05% of the 13F portfolio, value $4,574,000.

    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 225,084 shares
    Change vs previous 13F -16,859 shares

    1.02% of the 13F portfolio, value $4,994,000.

    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 241,943 shares
    Change vs previous 13F -17,954 shares

    1.07% of the 13F portfolio, value $5,652,000.

    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 259,897 shares
    Change vs previous 13F -15,080 shares

    0.9% of the 13F portfolio, value $6,355,000.

    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 274,977 shares
    Change vs previous 13F +234,587 shares

    0.91% of the 13F portfolio, value $6,888,000.

    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 40,390 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,022,000.

    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).