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Disclosery

CIC Wealth, LLC: GWW position timeline

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

CIC Wealth, LLC held 1,275 GWW 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 1,275 shares
    Change vs previous 13F +18 shares

    0.34% of the 13F portfolio, value $1,324,894.

    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 1,257 shares
    Change vs previous 13F +38 shares

    0.31% of the 13F portfolio, value $1,134,405.

    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 1,219 shares
    Change vs previous 13F +85 shares

    0.36% of the 13F portfolio, value $1,240,334.

    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 1,134 shares
    Change vs previous 13F -10 shares

    0.3% of the 13F portfolio, value $939,880.

    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 1,144 shares
    Change vs previous 13F -8 shares

    0.28% of the 13F portfolio, value $791,530.

    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 1,152 shares
    Change vs previous 13F +201 shares

    0.31% of the 13F portfolio, value $908,456.

    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 951 shares
    Change vs previous 13F +17 shares

    0.25% of the 13F portfolio, value $655,058.

    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 934 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $519,538.

    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).