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Disclosery

CIC Wealth, LLC: D position timeline

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

CIC Wealth, LLC held 3,471 D 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 3,471 shares
    Change vs previous 13F +3,471 shares

    0.05% of the 13F portfolio, value $200,562.

    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 ended2023-12-31
    13F 0 shares
    Change vs previous 13F -5,069 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2023-09-30
    13F 5,069 shares
    Change vs previous 13F -175 shares

    0.08% of the 13F portfolio, value $226,411.

    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).

  4. period ended2023-06-30
    13F 5,244 shares
    Change vs previous 13F -43 shares

    0.09% of the 13F portfolio, value $271,587.

    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).

  5. period ended2023-03-31
    13F 5,287 shares
    Change vs previous 13F -9 shares

    0.11% of the 13F portfolio, value $295,604.

    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).

  6. period ended2022-12-31
    13F 5,296 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $324,755.

    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).