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Disclosery

ACG Wealth: T position timeline

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

ACG Wealth held 136,213 T 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 136,213 shares
    Change vs previous 13F +11,981 shares

    0.48% of the 13F portfolio, value $2,090,000.

    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 124,232 shares
    Change vs previous 13F +15,722 shares

    0.53% of the 13F portfolio, value $2,604,000.

    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 108,510 shares
    Change vs previous 13F +25,244 shares

    0.48% of the 13F portfolio, value $2,564,000.

    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 83,266 shares
    Change vs previous 13F -6,050 shares

    0.29% of the 13F portfolio, value $2,048,000.

    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 89,316 shares
    Change vs previous 13F -1,863 shares

    0.32% of the 13F portfolio, value $2,412,000.

    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 91,179 shares
    Change vs previous 13F +7 shares

    0.33% of the 13F portfolio, value $2,624,000.

    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 91,172 shares
    Change vs previous 13F +5,711 shares

    0.37% of the 13F portfolio, value $2,760,000.

    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 85,461 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,458,000.

    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).