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Disclosery

ACG Wealth: XLF position timeline

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

ACG Wealth held 19,546 XLF 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 19,546 shares
    Change vs previous 13F +720 shares

    0.14% of the 13F portfolio, value $593,000.

    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 18,826 shares
    Change vs previous 13F +1,322 shares

    0.12% of the 13F portfolio, value $592,000.

    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 17,504 shares
    Change vs previous 13F -2,803 shares

    0.13% of the 13F portfolio, value $671,000.

    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 20,307 shares
    Change vs previous 13F +2,513 shares

    0.11% of the 13F portfolio, value $793,000.

    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 17,794 shares
    Change vs previous 13F +881 shares

    0.09% of the 13F portfolio, value $668,000.

    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 16,913 shares
    Change vs previous 13F +5,921 shares

    0.08% of the 13F portfolio, value $621,000.

    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 10,992 shares
    Change vs previous 13F +265 shares

    0.05% of the 13F portfolio, value $375,000.

    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 10,727 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $316,000.

    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).