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Disclosery

ACG Wealth: PTC position timeline

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

ACG Wealth held 29,156 PTC 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 29,156 shares
    Change vs previous 13F +595 shares

    0.7% of the 13F portfolio, value $3,050,000.

    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 28,561 shares
    Change vs previous 13F +2,286 shares

    0.62% of the 13F portfolio, value $3,037,000.

    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 26,275 shares
    Change vs previous 13F +9,946 shares

    0.53% of the 13F portfolio, value $2,830,000.

    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 16,329 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,978,000.

    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).