ACG Wealth: PECO position timeline

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

ACG Wealth held 329,486 PECO shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

period ended2022-09-30
13F 329,486 shares
Change vs previous 13F -909 shares
2.11% of the 13F portfolio, value $9,242,000.
13F-HR 0001569071-22-000004 filed by ACG Wealth
Filed 2022-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 330,395 shares
Change vs previous 13F +50,293 shares
2.25% of the 13F portfolio, value $11,038,000.
13F-HR 0001569071-22-000003 filed by ACG Wealth
Filed 2022-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 280,102 shares
Change vs previous 13F not available
1.82% of the 13F portfolio, value $9,633,000.
13F-HR 0001569071-22-000002 filed by ACG Wealth
Filed 2022-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).