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Disclosery

ACG Wealth: TIP position timeline

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

ACG Wealth held 12,761 TIP 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 12,761 shares
    Change vs previous 13F -846 shares

    0.31% of the 13F portfolio, value $1,339,000.

    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 13,607 shares
    Change vs previous 13F -419 shares

    0.32% of the 13F portfolio, value $1,550,000.

    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 14,026 shares
    Change vs previous 13F -320 shares

    0.33% of the 13F portfolio, value $1,747,000.

    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 14,346 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,854,000.

    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).