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CIC Wealth, LLC: ARCC position timeline

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

CIC Wealth, LLC held 14,463 ARCC 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 14,463 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $302,855.

    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 14,463 shares
    Change vs previous 13F -4,819 shares

    0.08% of the 13F portfolio, value $301,409.

    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 19,282 shares
    Change vs previous 13F +5,326 shares

    0.12% of the 13F portfolio, value $401,451.

    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 13,956 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $279,539.

    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).