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Disclosery

CIC Wealth, LLC: FSK position timeline

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

CIC Wealth, LLC held 80,111 FSK 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 80,111 shares
    Change vs previous 13F +5,843 shares

    0.41% of the 13F portfolio, value $1,580,590.

    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 74,268 shares
    Change vs previous 13F +26,970 shares

    0.4% of the 13F portfolio, value $1,465,301.

    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 47,298 shares
    Change vs previous 13F +8,069 shares

    0.26% of the 13F portfolio, value $901,967.

    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 39,229 shares
    Change vs previous 13F +2,126 shares

    0.25% of the 13F portfolio, value $783,397.

    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 37,103 shares
    Change vs previous 13F +2,437 shares

    0.26% of the 13F portfolio, value $730,552.

    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 34,666 shares
    Change vs previous 13F +386 shares

    0.23% of the 13F portfolio, value $664,888.

    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 34,280 shares
    Change vs previous 13F -282 shares

    0.24% of the 13F portfolio, value $634,174.

    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 34,562 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $604,830.

    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).