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Disclosery

ACG Wealth: URI position timeline

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

ACG Wealth held 14,980 URI 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 14,980 shares
    Change vs previous 13F +143 shares

    0.93% of the 13F portfolio, value $4,046,000.

    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 14,837 shares
    Change vs previous 13F +1,695 shares

    0.74% of the 13F portfolio, value $3,604,000.

    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 13,142 shares
    Change vs previous 13F -5,380 shares

    0.88% of the 13F portfolio, value $4,668,000.

    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 18,522 shares
    Change vs previous 13F -5,195 shares

    0.87% of the 13F portfolio, value $6,155,000.

    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 23,717 shares
    Change vs previous 13F -563 shares

    1.09% of the 13F portfolio, value $8,323,000.

    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 24,280 shares
    Change vs previous 13F -8,571 shares

    0.98% of the 13F portfolio, value $7,746,000.

    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 32,851 shares
    Change vs previous 13F -5,054 shares

    1.44% of the 13F portfolio, value $10,818,000.

    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 37,905 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $8,791,000.

    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).