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Disclosery

ACG Wealth: QUAL position timeline

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

ACG Wealth held 7,687 QUAL 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 7,687 shares
    Change vs previous 13F +37 shares

    0.18% of the 13F portfolio, value $799,000.

    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 7,650 shares
    Change vs previous 13F -130 shares

    0.17% of the 13F portfolio, value $855,000.

    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 7,780 shares
    Change vs previous 13F -1,293 shares

    0.2% of the 13F portfolio, value $1,047,000.

    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 9,073 shares
    Change vs previous 13F +26 shares

    0.19% of the 13F portfolio, value $1,321,000.

    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 9,047 shares
    Change vs previous 13F +28 shares

    0.16% of the 13F portfolio, value $1,192,000.

    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 9,019 shares
    Change vs previous 13F -4,841 shares

    0.15% of the 13F portfolio, value $1,198,000.

    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 13,860 shares
    Change vs previous 13F +168 shares

    0.22% of the 13F portfolio, value $1,688,000.

    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 13,692 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,591,000.

    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).