Skip to content
Disclosery

CIC Wealth, LLC: ET position timeline

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

CIC Wealth, LLC held 23,439 ET 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 23,439 shares
    Change vs previous 13F +5,633 shares

    0.1% of the 13F portfolio, value $376,193.

    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 17,806 shares
    Change vs previous 13F +6,101 shares

    0.08% of the 13F portfolio, value $288,810.

    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 11,705 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $184,118.

    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).