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Disclosery

CIC Wealth, LLC: EXC position timeline

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

CIC Wealth, LLC held 5,420 EXC 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 5,420 shares
    Change vs previous 13F +5,420 shares

    0.06% of the 13F portfolio, value $219,774.

    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 0 shares
    Change vs previous 13F -5,393 shares

    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).

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

  3. period ended2024-03-31
    13F 5,393 shares
    Change vs previous 13F -642 shares

    0.06% of the 13F portfolio, value $202,619.

    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 6,035 shares
    Change vs previous 13F +12 shares

    0.07% of the 13F portfolio, value $216,652.

    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 6,023 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $227,613.

    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 6,012 shares
    Change vs previous 13F -81 shares

    0.08% of the 13F portfolio, value $244,916.

    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 6,093 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $255,253.

    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 6,083 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $262,947.

    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).