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Disclosery

ACG Wealth: TAP position timeline

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

ACG Wealth held 47,745 TAP 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 47,745 shares
    Change vs previous 13F +127 shares

    0.52% of the 13F portfolio, value $2,291,000.

    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 47,618 shares
    Change vs previous 13F +166 shares

    0.53% of the 13F portfolio, value $2,596,000.

    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 47,452 shares
    Change vs previous 13F +6,194 shares

    0.48% of the 13F portfolio, value $2,533,000.

    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 41,258 shares
    Change vs previous 13F -241 shares

    0.27% of the 13F portfolio, value $1,912,000.

    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 41,499 shares
    Change vs previous 13F -417 shares

    0.25% of the 13F portfolio, value $1,925,000.

    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 41,916 shares
    Change vs previous 13F +6,541 shares

    0.29% of the 13F portfolio, value $2,250,000.

    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 35,375 shares
    Change vs previous 13F +6,635 shares

    0.24% of the 13F portfolio, value $1,809,000.

    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 28,740 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,299,000.

    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).