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Disclosery

ACG Wealth: TFC position timeline

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

ACG Wealth held 7,359 TFC 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 7,359 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $320,000.

    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 7,356 shares
    Change vs previous 13F +184 shares

    0.07% of the 13F portfolio, value $349,000.

    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 7,172 shares
    Change vs previous 13F -689 shares

    0.08% of the 13F portfolio, value $407,000.

    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 7,861 shares
    Change vs previous 13F +44 shares

    0.07% of the 13F portfolio, value $460,000.

    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 7,817 shares
    Change vs previous 13F +159 shares

    0.06% of the 13F portfolio, value $458,000.

    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 7,658 shares
    Change vs previous 13F -385 shares

    0.05% of the 13F portfolio, value $425,000.

    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 8,043 shares
    Change vs previous 13F +408 shares

    0.06% of the 13F portfolio, value $469,000.

    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 7,635 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $366,000.

    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).