Skip to content
Disclosery

ACG Wealth: XLE position timeline

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

ACG Wealth held 11,063 XLE 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 11,063 shares
    Change vs previous 13F +338 shares

    0.18% of the 13F portfolio, value $797,000.

    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 10,725 shares
    Change vs previous 13F +615 shares

    0.16% of the 13F portfolio, value $767,000.

    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 10,110 shares
    Change vs previous 13F -28,375 shares

    0.15% of the 13F portfolio, value $773,000.

    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 38,485 shares
    Change vs previous 13F -1,523 shares

    0.3% of the 13F portfolio, value $2,136,000.

    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 40,008 shares
    Change vs previous 13F +12,522 shares

    0.27% of the 13F portfolio, value $2,084,000.

    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 27,486 shares
    Change vs previous 13F +18,221 shares

    0.19% of the 13F portfolio, value $1,481,000.

    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 9,265 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $455,000.

    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).