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Disclosery

ACG Wealth: VRP position timeline

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

ACG Wealth held 69,971 VRP 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 69,971 shares
    Change vs previous 13F -734 shares

    0.35% of the 13F portfolio, value $1,532,000.

    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 70,705 shares
    Change vs previous 13F +2,206 shares

    0.32% of the 13F portfolio, value $1,569,000.

    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 68,499 shares
    Change vs previous 13F +5,354 shares

    0.32% of the 13F portfolio, value $1,674,000.

    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 63,145 shares
    Change vs previous 13F -5,651 shares

    0.23% of the 13F portfolio, value $1,637,000.

    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 68,796 shares
    Change vs previous 13F +3,712 shares

    0.24% of the 13F portfolio, value $1,804,000.

    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 65,084 shares
    Change vs previous 13F +52,288 shares

    0.22% of the 13F portfolio, value $1,712,000.

    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 12,796 shares
    Change vs previous 13F +59 shares

    0.04% of the 13F portfolio, value $331,000.

    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 12,737 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $331,000.

    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).