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Disclosery

ACG Wealth: XLV position timeline

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

ACG Wealth held 6,234 XLV 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 6,234 shares
    Change vs previous 13F +79 shares

    0.17% of the 13F portfolio, value $755,000.

    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 6,155 shares
    Change vs previous 13F +196 shares

    0.16% of the 13F portfolio, value $789,000.

    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 5,959 shares
    Change vs previous 13F -2,489 shares

    0.15% of the 13F portfolio, value $816,000.

    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 8,448 shares
    Change vs previous 13F -1,671 shares

    0.17% of the 13F portfolio, value $1,190,000.

    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 10,119 shares
    Change vs previous 13F -439 shares

    0.17% of the 13F portfolio, value $1,288,000.

    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 10,558 shares
    Change vs previous 13F -7,060 shares

    0.17% of the 13F portfolio, value $1,330,000.

    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 17,618 shares
    Change vs previous 13F -5,229 shares

    0.27% of the 13F portfolio, value $2,057,000.

    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 22,847 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,592,000.

    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).