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Disclosery

M.D. Sass, LLC: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M.D. Sass, LLC on ACWX, newest first. How the timeline and the estimate are built.

M.D. Sass, LLC held 57,340 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,340 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $4,364,147.

    13F-HR 0001172661-26-003181 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 57,340 shares
    Change vs previous 13F -3,260 shares

    0.3% of the 13F portfolio, value $3,926,070.

    13F-HR 0001172661-26-001945 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 60,600 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $4,068,078.

    13F-HR 0001172661-26-000587 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,600 shares
    Change vs previous 13F -1,660 shares

    0.32% of the 13F portfolio, value $3,939,606.

    13F-HR 0001172661-25-004587 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 62,260 shares
    Change vs previous 13F +500 shares

    0.31% of the 13F portfolio, value $3,794,124.

    13F-HR 0001172661-25-003127 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 61,760 shares
    Change vs previous 13F +12,660 shares

    0.3% of the 13F portfolio, value $3,424,592.

    13F-HR 0001172661-25-001624 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 49,100 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,561,056.

    13F-HR 0001172661-25-000668 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,100 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,809,502.

    13F-HR 0001172661-24-004650 filed by M.D. Sass, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).