HART & PATTERSON FINANCIAL GROUP LLC: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HART & PATTERSON FINANCIAL GROUP LLC on ACWV, newest first. How the timeline and the estimate are built.

HART & PATTERSON FINANCIAL GROUP LLC held 48,253 ACWV shares at 2024-12-31 per its 13F-HR filed 2025-01-14.

the latest 13F is the newest step

period ended2024-12-31
13F 48,253 shares
Change vs previous 13F -1,158 shares
2.56% of the 13F portfolio, value $5,269,228.
13F-HR 0001754960-25-000014 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 49,411 shares
Change vs previous 13F -1,708 shares
2.68% of the 13F portfolio, value $5,659,042.
13F-HR 0001754960-24-000487 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 51,119 shares
Change vs previous 13F -121 shares
2.65% of the 13F portfolio, value $5,349,092.
13F-HR 0001754960-24-000256 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 51,240 shares
Change vs previous 13F +41,604 shares
2.67% of the 13F portfolio, value $5,394,035.
13F-HR 0001754960-24-000143 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 9,636 shares
Change vs previous 13F not available
0.5% of the 13F portfolio, value $966,973.
13F-HR 0001754960-24-000104 filed by HART & PATTERSON FINANCIAL GROUP LLC
Filed 2024-03-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).