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Disclosery

CIC Wealth, LLC: AAPL position timeline

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

CIC Wealth, LLC held 134,709 AAPL shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 134,709 shares
    Change vs previous 13F -1,325 shares

    8.11% of the 13F portfolio, value $31,387,223.

    13F-HR 0001951757-24-001188 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 136,034 shares
    Change vs previous 13F +159 shares

    7.89% of the 13F portfolio, value $28,651,446.

    13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 135,875 shares
    Change vs previous 13F -5,842 shares

    6.78% of the 13F portfolio, value $23,299,813.

    13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 141,717 shares
    Change vs previous 13F +5,107 shares

    8.65% of the 13F portfolio, value $27,284,724.

    13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 136,610 shares
    Change vs previous 13F -743 shares

    8.38% of the 13F portfolio, value $23,388,933.

    13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 137,353 shares
    Change vs previous 13F -4,561 shares

    9.21% of the 13F portfolio, value $26,642,339.

    13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 141,914 shares
    Change vs previous 13F -1,393 shares

    8.82% of the 13F portfolio, value $23,401,581.

    13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 143,307 shares
    Change vs previous 13F not available

    7.69% of the 13F portfolio, value $18,619,936.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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