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Disclosery

ACG Wealth: XLY position timeline

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

ACG Wealth held 5,582 XLY 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 5,582 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $795,000.

    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 5,579 shares
    Change vs previous 13F -83 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 5,662 shares
    Change vs previous 13F -1,240 shares

    0.2% of the 13F portfolio, value $1,047,000.

    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 6,902 shares
    Change vs previous 13F -220 shares

    0.2% of the 13F portfolio, value $1,411,000.

    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 7,122 shares
    Change vs previous 13F -459 shares

    0.17% of the 13F portfolio, value $1,278,000.

    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 7,581 shares
    Change vs previous 13F -2,900 shares

    0.17% of the 13F portfolio, value $1,354,000.

    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 10,481 shares
    Change vs previous 13F -917 shares

    0.23% of the 13F portfolio, value $1,762,000.

    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 11,398 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,833,000.

    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).