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Disclosery

ACG Wealth: SDY position timeline

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

ACG Wealth held 6,689 SDY 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 6,689 shares
    Change vs previous 13F +183 shares

    0.17% of the 13F portfolio, value $746,000.

    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 6,506 shares
    Change vs previous 13F +80 shares

    0.16% of the 13F portfolio, value $772,000.

    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 6,426 shares
    Change vs previous 13F -21 shares

    0.16% of the 13F portfolio, value $823,000.

    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 6,447 shares
    Change vs previous 13F +721 shares

    0.12% of the 13F portfolio, value $832,000.

    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 5,726 shares
    Change vs previous 13F -605 shares

    0.09% of the 13F portfolio, value $673,000.

    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 6,331 shares
    Change vs previous 13F -1,322 shares

    0.1% of the 13F portfolio, value $774,000.

    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 7,653 shares
    Change vs previous 13F +377 shares

    0.12% of the 13F portfolio, value $903,000.

    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 7,276 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $771,000.

    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).