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Disclosery

CIC Wealth, LLC: BF-B position timeline

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

CIC Wealth, LLC held 23,048 BF-B 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 23,048 shares
    Change vs previous 13F -1,986 shares

    0.29% of the 13F portfolio, value $1,133,943.

    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 25,034 shares
    Change vs previous 13F -2,346 shares

    0.3% of the 13F portfolio, value $1,081,216.

    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 27,380 shares
    Change vs previous 13F -581 shares

    0.41% of the 13F portfolio, value $1,413,332.

    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 27,961 shares
    Change vs previous 13F -3,083 shares

    0.51% of the 13F portfolio, value $1,596,587.

    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 31,044 shares
    Change vs previous 13F -204 shares

    0.64% of the 13F portfolio, value $1,790,933.

    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 31,248 shares
    Change vs previous 13F +1 shares

    0.72% of the 13F portfolio, value $2,086,746.

    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 31,247 shares
    Change vs previous 13F -1,583 shares

    0.76% of the 13F portfolio, value $2,008,246.

    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 32,830 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,156,274.

    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).