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Disclosery

CIC Wealth, LLC: AMZN position timeline

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

CIC Wealth, LLC held 45,705 AMZN 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 45,705 shares
    Change vs previous 13F -667 shares

    2.2% of the 13F portfolio, value $8,516,130.

    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 46,372 shares
    Change vs previous 13F +614 shares

    2.47% of the 13F portfolio, value $8,961,303.

    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 45,758 shares
    Change vs previous 13F -2,794 shares

    2.4% of the 13F portfolio, value $8,253,748.

    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 48,552 shares
    Change vs previous 13F -520 shares

    2.34% of the 13F portfolio, value $7,376,923.

    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 49,072 shares
    Change vs previous 13F -1,165 shares

    2.24% of the 13F portfolio, value $6,237,976.

    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 50,237 shares
    Change vs previous 13F +1,009 shares

    2.26% of the 13F portfolio, value $6,548,837.

    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 49,228 shares
    Change vs previous 13F +293 shares

    1.92% of the 13F portfolio, value $5,084,714.

    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 48,935 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $4,110,503.

    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).