Current Market Value 437,355,000
Current Holdings 246
Most Recent File Date 2022-11-03
Total Filings on Record 38
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by ACG Wealth . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-11-03 2022-09-30 13F-HR 246 437,355
2022-07-13 2022-06-30 13F-HR 1105 489,788
2022-04-07 2022-03-31 13F-HR 284 529,383
2022-01-18 2021-12-31 13F-HR 333 703,758
2021-11-01 2021-09-30 13F-HR 313 760,990
2021-08-06 2021-06-30 13F-HR 319 788,313
2021-05-03 2021-03-31 13F-HR 321 753,863
2021-02-02 2020-12-31 13F-HR 321 724,043
2020-11-12 2020-09-30 13F-HR 297 663,481
2020-10-07 2020-06-30 13F-HR 268 613,065
2020-10-07 2020-03-31 13F-HR 287 536,841
2020-02-13 2019-12-31 13F-HR 321 672,115
2019-10-30 2019-09-30 13F-HR 338 677,722
2019-08-06 2019-06-30 13F-HR 342 745,039
2019-04-25 2019-03-31 13F-HR 339 746,250
2019-01-14 2018-12-31 13F-HR 313 652,427
2018-10-09 2018-09-30 13F-HR 313 754,838
2018-07-26 2018-06-30 13F-HR 296 659,697
2018-04-10 2018-03-31 13F-HR 312 660,319
2018-02-08 2017-12-31 13F-HR 341 676,094
2017-11-07 2017-09-30 13F-HR 292 573,658
2017-08-14 2017-06-30 13F-HR 321 608,258
2017-05-15 2017-03-31 13F-HR 297 545,723
2017-02-08 2016-12-31 13F-HR 262 472,863
2016-11-09 2016-09-30 13F-HR 248 470,034
2016-08-09 2016-06-30 13F-HR 233 449,049
2016-05-16 2016-03-31 13F-HR 228 443,325
2016-02-10 2015-12-31 13F-HR 221 447,610
2015-11-10 2015-09-30 13F-HR 210 371,901
2015-08-14 2015-06-30 13F-HR 210 399,269
2015-05-15 2015-03-31 13F-HR 210 378,330
2015-02-12 2014-12-31 13F-HR 205 370,404
2014-11-13 2014-09-30 13F-HR 191 353,841
2014-08-12 2014-06-30 13F-HR 207 529,756
2014-04-25 2014-03-31 13F-HR 183 337,488
2014-02-12 2013-12-31 13F-HR 181 391,201
2013-11-13 2013-09-30 13F-HR 88 242,050
2013-08-13 2013-06-30 13F-HR 146 255,945