CIC Wealth, LLC: CEG position timeline

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

CIC Wealth, LLC held 1,768 CEG shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

period ended2024-09-30
13F 1,768 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $459,827.
13F-HR 0001951757-24-001188 filed by CIC Wealth, LLC
Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 1,768 shares
Change vs previous 13F +1 shares
0.1% of the 13F portfolio, value $354,001.
13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 1,767 shares
Change vs previous 13F -217 shares
0.1% of the 13F portfolio, value $326,614.
13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 1,984 shares
Change vs previous 13F -4 shares
0.07% of the 13F portfolio, value $231,917.
13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 1,988 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $216,857.
13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).