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Disclosery

ACG Wealth: SYY position timeline

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

ACG Wealth held 8,319 SYY 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 8,319 shares
    Change vs previous 13F -341 shares

    0.13% of the 13F portfolio, value $588,000.

    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 8,660 shares
    Change vs previous 13F -514 shares

    0.15% of the 13F portfolio, value $734,000.

    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 9,174 shares
    Change vs previous 13F -300 shares

    0.14% of the 13F portfolio, value $749,000.

    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 9,474 shares
    Change vs previous 13F +1,475 shares

    0.11% of the 13F portfolio, value $744,000.

    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 7,999 shares
    Change vs previous 13F +500 shares

    0.08% of the 13F portfolio, value $628,000.

    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 7,499 shares
    Change vs previous 13F -3,953 shares

    0.07% of the 13F portfolio, value $583,000.

    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 11,452 shares
    Change vs previous 13F -2,596 shares

    0.12% of the 13F portfolio, value $902,000.

    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 14,048 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,043,000.

    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).