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Disclosery

ACG Wealth: SFM position timeline

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

ACG Wealth held 36,081 SFM 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 36,081 shares
    Change vs previous 13F -2,095 shares

    0.23% of the 13F portfolio, value $1,001,000.

    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 38,176 shares
    Change vs previous 13F -890 shares

    0.2% of the 13F portfolio, value $967,000.

    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 39,066 shares
    Change vs previous 13F +4,811 shares

    0.24% of the 13F portfolio, value $1,249,000.

    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 34,255 shares
    Change vs previous 13F +1,645 shares

    0.14% of the 13F portfolio, value $1,017,000.

    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 32,610 shares
    Change vs previous 13F +317 shares

    0.1% of the 13F portfolio, value $756,000.

    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 32,293 shares
    Change vs previous 13F +9,772 shares

    0.1% of the 13F portfolio, value $802,000.

    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 22,521 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $600,000.

    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).