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Disclosery

CIC Wealth, LLC: CRM position timeline

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

CIC Wealth, LLC held 4,943 CRM 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 4,943 shares
    Change vs previous 13F -141 shares

    0.35% of the 13F portfolio, value $1,352,829.

    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 5,084 shares
    Change vs previous 13F +770 shares

    0.36% of the 13F portfolio, value $1,307,157.

    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 4,314 shares
    Change vs previous 13F -47 shares

    0.38% of the 13F portfolio, value $1,299,291.

    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 4,361 shares
    Change vs previous 13F -35 shares

    0.36% of the 13F portfolio, value $1,147,554.

    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 4,396 shares
    Change vs previous 13F +90 shares

    0.32% of the 13F portfolio, value $891,421.

    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 4,306 shares
    Change vs previous 13F -1 shares

    0.31% of the 13F portfolio, value $909,686.

    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 4,307 shares
    Change vs previous 13F -41 shares

    0.32% of the 13F portfolio, value $860,452.

    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 4,348 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $576,501.

    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).