Skip to content
Disclosery

ACG Wealth: TOTL position timeline

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

ACG Wealth held 250,205 TOTL 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 250,205 shares
    Change vs previous 13F +8,737 shares

    2.3% of the 13F portfolio, value $10,053,000.

    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 241,468 shares
    Change vs previous 13F +2,488 shares

    2.08% of the 13F portfolio, value $10,185,000.

    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 238,980 shares
    Change vs previous 13F -7,613 shares

    2.02% of the 13F portfolio, value $10,699,000.

    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 246,593 shares
    Change vs previous 13F -30,556 shares

    1.66% of the 13F portfolio, value $11,674,000.

    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 277,149 shares
    Change vs previous 13F -7,984 shares

    1.76% of the 13F portfolio, value $13,392,000.

    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 285,133 shares
    Change vs previous 13F -44,671 shares

    1.75% of the 13F portfolio, value $13,803,000.

    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 329,804 shares
    Change vs previous 13F -3,203 shares

    2.11% of the 13F portfolio, value $15,900,000.

    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 333,007 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $16,411,000.

    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).