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CIC Wealth, LLC: FSCO position timeline

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

CIC Wealth, LLC held 173,396 FSCO 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 173,396 shares
    Change vs previous 13F +29,220 shares

    0.28% of the 13F portfolio, value $1,101,065.

    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 144,176 shares
    Change vs previous 13F +77,230 shares

    0.25% of the 13F portfolio, value $918,401.

    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 66,946 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $396,990.

    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 66,946 shares
    Change vs previous 13F -8,442 shares

    0.12% of the 13F portfolio, value $379,584.

    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 75,388 shares
    Change vs previous 13F +800 shares

    0.15% of the 13F portfolio, value $408,603.

    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 74,588 shares
    Change vs previous 13F +10,039 shares

    0.12% of the 13F portfolio, value $354,293.

    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 64,549 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $286,598.

    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).