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Disclosery

CIC Wealth, LLC: GOOG position timeline

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

CIC Wealth, LLC held 17,323 GOOG 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 17,323 shares
    Change vs previous 13F +29 shares

    0.75% of the 13F portfolio, value $2,896,307.

    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 17,294 shares
    Change vs previous 13F +58 shares

    0.87% of the 13F portfolio, value $3,172,007.

    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 17,236 shares
    Change vs previous 13F +35 shares

    0.76% of the 13F portfolio, value $2,624,353.

    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 17,201 shares
    Change vs previous 13F -120 shares

    0.77% of the 13F portfolio, value $2,424,137.

    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 17,321 shares
    Change vs previous 13F +72 shares

    0.82% of the 13F portfolio, value $2,283,774.

    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 17,249 shares
    Change vs previous 13F +244 shares

    0.72% of the 13F portfolio, value $2,086,612.

    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 17,005 shares
    Change vs previous 13F -910 shares

    0.67% of the 13F portfolio, value $1,768,520.

    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 17,915 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,589,598.

    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).