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Disclosery

ACG Wealth: VTIP position timeline

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

ACG Wealth held 50,817 VTIP 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 50,817 shares
    Change vs previous 13F -157 shares

    0.56% of the 13F portfolio, value $2,445,000.

    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 50,974 shares
    Change vs previous 13F +111 shares

    0.52% of the 13F portfolio, value $2,555,000.

    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 50,863 shares
    Change vs previous 13F -9,248 shares

    0.49% of the 13F portfolio, value $2,605,000.

    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 60,111 shares
    Change vs previous 13F +22,803 shares

    0.44% of the 13F portfolio, value $3,090,000.

    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 37,308 shares
    Change vs previous 13F +58 shares

    0.26% of the 13F portfolio, value $1,962,000.

    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 37,250 shares
    Change vs previous 13F -59,590 shares

    0.25% of the 13F portfolio, value $1,952,000.

    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 96,840 shares
    Change vs previous 13F +56,834 shares

    0.66% of the 13F portfolio, value $4,991,000.

    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 40,006 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,044,000.

    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).