Skip to content
Disclosery

ACG Wealth: SCHW position timeline

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

ACG Wealth held 50,987 SCHW 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 50,987 shares
    Change vs previous 13F +628 shares

    0.84% of the 13F portfolio, value $3,664,000.

    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 50,359 shares
    Change vs previous 13F +5,580 shares

    0.65% of the 13F portfolio, value $3,182,000.

    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 44,779 shares
    Change vs previous 13F -5,106 shares

    0.71% of the 13F portfolio, value $3,775,000.

    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 49,885 shares
    Change vs previous 13F -870 shares

    0.6% of the 13F portfolio, value $4,195,000.

    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 50,755 shares
    Change vs previous 13F +567 shares

    0.49% of the 13F portfolio, value $3,697,000.

    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 50,188 shares
    Change vs previous 13F +4,562 shares

    0.46% of the 13F portfolio, value $3,654,000.

    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 45,626 shares
    Change vs previous 13F +4,443 shares

    0.39% of the 13F portfolio, value $2,974,000.

    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 41,183 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,184,000.

    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).