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Disclosery

ACG Wealth: PFE position timeline

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

ACG Wealth held 27,727 PFE 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 27,727 shares
    Change vs previous 13F +843 shares

    0.28% of the 13F portfolio, value $1,213,000.

    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 26,884 shares
    Change vs previous 13F -12 shares

    0.29% of the 13F portfolio, value $1,410,000.

    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 26,896 shares
    Change vs previous 13F -2,064 shares

    0.26% of the 13F portfolio, value $1,392,000.

    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 28,960 shares
    Change vs previous 13F -3,774 shares

    0.24% of the 13F portfolio, value $1,710,000.

    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 32,734 shares
    Change vs previous 13F +1,996 shares

    0.19% of the 13F portfolio, value $1,408,000.

    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 30,738 shares
    Change vs previous 13F +2,709 shares

    0.15% of the 13F portfolio, value $1,204,000.

    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 28,029 shares
    Change vs previous 13F -3,076 shares

    0.13% of the 13F portfolio, value $1,015,000.

    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 31,105 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,145,000.

    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).