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Disclosery

ACG Wealth: USFR position timeline

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

ACG Wealth held 45,390 USFR 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 45,390 shares
    Change vs previous 13F +6 shares

    0.52% of the 13F portfolio, value $2,282,000.

    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 45,384 shares
    Change vs previous 13F +10,627 shares

    0.47% of the 13F portfolio, value $2,284,000.

    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 34,757 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,748,000.

    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).