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Disclosery

CIC Wealth, LLC: HD position timeline

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

CIC Wealth, LLC held 4,394 HD 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 4,394 shares
    Change vs previous 13F -9 shares

    0.46% of the 13F portfolio, value $1,780,552.

    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 4,403 shares
    Change vs previous 13F -329 shares

    0.42% of the 13F portfolio, value $1,515,682.

    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 4,732 shares
    Change vs previous 13F -34 shares

    0.53% of the 13F portfolio, value $1,815,076.

    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 4,766 shares
    Change vs previous 13F -235 shares

    0.52% of the 13F portfolio, value $1,651,809.

    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 5,001 shares
    Change vs previous 13F -196 shares

    0.54% of the 13F portfolio, value $1,511,155.

    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 5,197 shares
    Change vs previous 13F -792 shares

    0.56% of the 13F portfolio, value $1,614,363.

    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 5,989 shares
    Change vs previous 13F -16 shares

    0.67% of the 13F portfolio, value $1,767,354.

    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 6,005 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,896,817.

    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).