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Disclosery

ACG Wealth: VNLA position timeline

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

ACG Wealth held 316,803 VNLA 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 316,803 shares
    Change vs previous 13F +5,011 shares

    3.51% of the 13F portfolio, value $15,362,000.

    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 311,792 shares
    Change vs previous 13F +8,739 shares

    3.1% of the 13F portfolio, value $15,162,000.

    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 303,053 shares
    Change vs previous 13F -47,411 shares

    2.81% of the 13F portfolio, value $14,874,000.

    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 350,464 shares
    Change vs previous 13F -20,282 shares

    2.47% of the 13F portfolio, value $17,365,000.

    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 370,746 shares
    Change vs previous 13F -10,414 shares

    2.45% of the 13F portfolio, value $18,604,000.

    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 381,160 shares
    Change vs previous 13F -53,009 shares

    2.43% of the 13F portfolio, value $19,142,000.

    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 434,169 shares
    Change vs previous 13F -2,191 shares

    2.89% of the 13F portfolio, value $21,789,000.

    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 436,360 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $22,023,000.

    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).