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Disclosery

ACG Wealth: UPS position timeline

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

ACG Wealth held 10,145 UPS 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 10,145 shares
    Change vs previous 13F -293 shares

    0.37% of the 13F portfolio, value $1,639,000.

    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 10,438 shares
    Change vs previous 13F +63 shares

    0.39% of the 13F portfolio, value $1,905,000.

    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 10,375 shares
    Change vs previous 13F +3,810 shares

    0.42% of the 13F portfolio, value $2,225,000.

    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 6,565 shares
    Change vs previous 13F -542 shares

    0.2% of the 13F portfolio, value $1,407,000.

    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 7,107 shares
    Change vs previous 13F +14 shares

    0.17% of the 13F portfolio, value $1,294,000.

    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 7,093 shares
    Change vs previous 13F -394 shares

    0.19% of the 13F portfolio, value $1,475,000.

    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 7,487 shares
    Change vs previous 13F -8,803 shares

    0.17% of the 13F portfolio, value $1,273,000.

    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 16,290 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,743,000.

    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).