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Disclosery

CIC Wealth, LLC: EFA position timeline

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

CIC Wealth, LLC held 18,281 EFA 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 18,281 shares
    Change vs previous 13F +90 shares

    0.4% of the 13F portfolio, value $1,528,858.

    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 18,191 shares
    Change vs previous 13F -400 shares

    0.39% of the 13F portfolio, value $1,424,918.

    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 18,591 shares
    Change vs previous 13F -241 shares

    0.43% of the 13F portfolio, value $1,484,696.

    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 18,832 shares
    Change vs previous 13F +465 shares

    0.45% of the 13F portfolio, value $1,419,009.

    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 18,367 shares
    Change vs previous 13F +2,191 shares

    0.45% of the 13F portfolio, value $1,265,844.

    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 16,176 shares
    Change vs previous 13F +11,015 shares

    0.41% of the 13F portfolio, value $1,172,750.

    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 5,161 shares
    Change vs previous 13F +55 shares

    0.14% of the 13F portfolio, value $369,117.

    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 5,106 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $335,160.

    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).