Skip to content
Disclosery

CIC Wealth, LLC: DIS position timeline

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

CIC Wealth, LLC held 7,656 DIS 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 7,656 shares
    Change vs previous 13F +31 shares

    0.19% of the 13F portfolio, value $736,387.

    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 7,625 shares
    Change vs previous 13F -163 shares

    0.21% of the 13F portfolio, value $757,081.

    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 7,788 shares
    Change vs previous 13F -372 shares

    0.28% of the 13F portfolio, value $952,934.

    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 8,160 shares
    Change vs previous 13F -1,111 shares

    0.23% of the 13F portfolio, value $736,773.

    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 9,271 shares
    Change vs previous 13F -6,748 shares

    0.27% of the 13F portfolio, value $751,381.

    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 16,019 shares
    Change vs previous 13F -7,833 shares

    0.49% of the 13F portfolio, value $1,430,139.

    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 23,852 shares
    Change vs previous 13F -1,080 shares

    0.9% of the 13F portfolio, value $2,388,259.

    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 24,932 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,166,056.

    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).