Skip to content
Disclosery

CIC Wealth, LLC: COST position timeline

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

CIC Wealth, LLC held 4,053 COST 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 4,053 shares
    Change vs previous 13F -30 shares

    0.93% of the 13F portfolio, value $3,593,339.

    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 4,083 shares
    Change vs previous 13F -116 shares

    0.96% of the 13F portfolio, value $3,470,711.

    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 4,199 shares
    Change vs previous 13F -19 shares

    0.9% of the 13F portfolio, value $3,076,439.

    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 4,218 shares
    Change vs previous 13F +10 shares

    0.88% of the 13F portfolio, value $2,784,289.

    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 4,208 shares
    Change vs previous 13F +25 shares

    0.85% of the 13F portfolio, value $2,377,383.

    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 4,183 shares
    Change vs previous 13F -143 shares

    0.78% of the 13F portfolio, value $2,252,044.

    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 4,326 shares
    Change vs previous 13F +28 shares

    0.81% of the 13F portfolio, value $2,149,460.

    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 4,298 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,962,037.

    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).