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Disclosery

CIC Wealth, LLC: APO position timeline

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

CIC Wealth, LLC held 14,133 APO 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 14,133 shares
    Change vs previous 13F +72 shares

    0.46% of the 13F portfolio, value $1,765,373.

    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 14,061 shares
    Change vs previous 13F +380 shares

    0.46% of the 13F portfolio, value $1,660,182.

    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 13,681 shares
    Change vs previous 13F +1,935 shares

    0.45% of the 13F portfolio, value $1,538,428.

    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 11,746 shares
    Change vs previous 13F +810 shares

    0.35% of the 13F portfolio, value $1,094,610.

    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 10,936 shares
    Change vs previous 13F +445 shares

    0.35% of the 13F portfolio, value $981,615.

    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 10,491 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $805,814.

    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 10,491 shares
    Change vs previous 13F +101 shares

    0.25% of the 13F portfolio, value $662,612.

    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 10,390 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $662,778.

    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).