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Disclosery

ACG Wealth: VZ position timeline

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

ACG Wealth held 22,639 VZ 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 22,639 shares
    Change vs previous 13F -1,822 shares

    0.2% of the 13F portfolio, value $860,000.

    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 24,461 shares
    Change vs previous 13F -131 shares

    0.25% of the 13F portfolio, value $1,241,000.

    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 24,592 shares
    Change vs previous 13F -9,959 shares

    0.24% of the 13F portfolio, value $1,253,000.

    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 34,551 shares
    Change vs previous 13F -4,047 shares

    0.26% of the 13F portfolio, value $1,795,000.

    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 38,598 shares
    Change vs previous 13F -730 shares

    0.27% of the 13F portfolio, value $2,085,000.

    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 39,328 shares
    Change vs previous 13F -1,169 shares

    0.28% of the 13F portfolio, value $2,204,000.

    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 40,497 shares
    Change vs previous 13F -1,699 shares

    0.31% of the 13F portfolio, value $2,355,000.

    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 42,196 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,479,000.

    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).