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Disclosery

ACG Wealth: SHEL position timeline

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

ACG Wealth held 71,193 SHEL 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 71,193 shares
    Change vs previous 13F +711 shares

    0.81% of the 13F portfolio, value $3,543,000.

    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 70,482 shares
    Change vs previous 13F +1,497 shares

    0.75% of the 13F portfolio, value $3,686,000.

    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 68,985 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,789,000.

    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).