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Disclosery

ACG Wealth: SPY position timeline

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

ACG Wealth held 4,286 SPY 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 4,286 shares
    Change vs previous 13F -54 shares

    0.35% of the 13F portfolio, value $1,531,000.

    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 4,340 shares
    Change vs previous 13F -2,400 shares

    0.33% of the 13F portfolio, value $1,637,000.

    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 6,740 shares
    Change vs previous 13F +20 shares

    0.58% of the 13F portfolio, value $3,044,000.

    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 6,720 shares
    Change vs previous 13F -419 shares

    0.45% of the 13F portfolio, value $3,192,000.

    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 7,139 shares
    Change vs previous 13F -102 shares

    0.4% of the 13F portfolio, value $3,064,000.

    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 7,241 shares
    Change vs previous 13F -28 shares

    0.39% of the 13F portfolio, value $3,100,000.

    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 7,269 shares
    Change vs previous 13F -792 shares

    0.38% of the 13F portfolio, value $2,881,000.

    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 8,061 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,014,000.

    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).