Skip to content
Disclosery

ACG Wealth: QQQ position timeline

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

ACG Wealth held 4,772 QQQ 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 4,772 shares
    Change vs previous 13F -502 shares

    0.29% of the 13F portfolio, value $1,275,000.

    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 5,274 shares
    Change vs previous 13F +1,138 shares

    0.3% of the 13F portfolio, value $1,478,000.

    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 4,136 shares
    Change vs previous 13F +13 shares

    0.28% of the 13F portfolio, value $1,500,000.

    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 4,123 shares
    Change vs previous 13F -66 shares

    0.23% of the 13F portfolio, value $1,640,000.

    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 4,189 shares
    Change vs previous 13F -29 shares

    0.2% of the 13F portfolio, value $1,499,000.

    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 4,218 shares
    Change vs previous 13F -196 shares

    0.19% of the 13F portfolio, value $1,495,000.

    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 4,414 shares
    Change vs previous 13F -770 shares

    0.19% of the 13F portfolio, value $1,409,000.

    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 5,184 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,626,000.

    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).