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Disclosery

CIC Wealth, LLC: GOOGL position timeline

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

CIC Wealth, LLC held 25,343 GOOGL 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 25,343 shares
    Change vs previous 13F -304 shares

    1.09% of the 13F portfolio, value $4,203,117.

    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 25,647 shares
    Change vs previous 13F +331 shares

    1.29% of the 13F portfolio, value $4,671,661.

    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 25,316 shares
    Change vs previous 13F +675 shares

    1.11% of the 13F portfolio, value $3,820,924.

    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 24,641 shares
    Change vs previous 13F -780 shares

    1.09% of the 13F portfolio, value $3,442,083.

    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 25,421 shares
    Change vs previous 13F +2,325 shares

    1.19% of the 13F portfolio, value $3,326,575.

    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 23,096 shares
    Change vs previous 13F -1,651 shares

    0.96% of the 13F portfolio, value $2,764,576.

    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 24,747 shares
    Change vs previous 13F +813 shares

    0.97% of the 13F portfolio, value $2,566,993.

    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 23,934 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,111,685.

    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).