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Disclosery

ACG Wealth: V position timeline

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

ACG Wealth held 15,041 V 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 15,041 shares
    Change vs previous 13F -638 shares

    0.61% of the 13F portfolio, value $2,672,000.

    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 15,679 shares
    Change vs previous 13F +66 shares

    0.63% of the 13F portfolio, value $3,088,000.

    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 15,613 shares
    Change vs previous 13F -10,790 shares

    0.65% of the 13F portfolio, value $3,463,000.

    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 26,403 shares
    Change vs previous 13F -5,896 shares

    0.81% of the 13F portfolio, value $5,722,000.

    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 32,299 shares
    Change vs previous 13F +166 shares

    0.95% of the 13F portfolio, value $7,195,000.

    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 32,133 shares
    Change vs previous 13F -453 shares

    0.95% of the 13F portfolio, value $7,513,000.

    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 32,586 shares
    Change vs previous 13F -519 shares

    0.92% of the 13F portfolio, value $6,899,000.

    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 33,105 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $7,241,000.

    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).