CIC Wealth, LLC: CLX position timeline

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

CIC Wealth, LLC held 1,658 CLX 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 1,658 shares
Change vs previous 13F +1 shares
0.07% of the 13F portfolio, value $270,176.
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 1,657 shares
Change vs previous 13F +2 shares
0.06% of the 13F portfolio, value $226,077.
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 1,655 shares
Change vs previous 13F -95 shares
0.07% of the 13F portfolio, value $253,340.
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 1,750 shares
Change vs previous 13F -39 shares
0.08% of the 13F portfolio, value $249,561.
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 1,789 shares
Change vs previous 13F +1 shares
0.08% of the 13F portfolio, value $234,521.
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).
period ended2023-06-30
13F 1,788 shares
Change vs previous 13F -34 shares
0.1% of the 13F portfolio, value $284,346.
13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
Filed 2023-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 1,822 shares
Change vs previous 13F +2 shares
0.11% of the 13F portfolio, value $288,235.
13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 1,820 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $255,399.
13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
Filed 2023-02-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).