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Disclosery

ACG Wealth: TMO position timeline

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

ACG Wealth held 5,013 TMO 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 5,013 shares
    Change vs previous 13F -1,844 shares

    0.58% of the 13F portfolio, value $2,543,000.

    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 6,857 shares
    Change vs previous 13F -372 shares

    0.76% of the 13F portfolio, value $3,723,000.

    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 7,229 shares
    Change vs previous 13F -4,668 shares

    0.81% of the 13F portfolio, value $4,270,000.

    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 11,897 shares
    Change vs previous 13F -3,931 shares

    1.13% of the 13F portfolio, value $7,938,000.

    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 15,828 shares
    Change vs previous 13F -210 shares

    1.19% of the 13F portfolio, value $9,043,000.

    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 16,038 shares
    Change vs previous 13F -225 shares

    1.03% of the 13F portfolio, value $8,091,000.

    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 16,263 shares
    Change vs previous 13F -107 shares

    0.98% of the 13F portfolio, value $7,422,000.

    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 16,370 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $7,625,000.

    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).