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Disclosery

ACG Wealth: TSLA position timeline

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

ACG Wealth held 4,354 TSLA 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 4,354 shares
    Change vs previous 13F +2,729 shares

    0.26% of the 13F portfolio, value $1,155,000.

    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 1,625 shares
    Change vs previous 13F +75 shares

    0.22% of the 13F portfolio, value $1,094,000.

    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 1,550 shares
    Change vs previous 13F -6,225 shares

    0.32% of the 13F portfolio, value $1,671,000.

    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 7,775 shares
    Change vs previous 13F -3,202 shares

    1.17% of the 13F portfolio, value $8,217,000.

    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 10,977 shares
    Change vs previous 13F -74 shares

    1.12% of the 13F portfolio, value $8,513,000.

    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 11,051 shares
    Change vs previous 13F -1,331 shares

    0.95% of the 13F portfolio, value $7,511,000.

    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 12,382 shares
    Change vs previous 13F +568 shares

    1.1% of the 13F portfolio, value $8,270,000.

    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 11,814 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $8,337,000.

    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).