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Disclosery

CIC Wealth, LLC: IBM position timeline

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

CIC Wealth, LLC held 13,961 IBM 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 13,961 shares
    Change vs previous 13F +778 shares

    0.8% of the 13F portfolio, value $3,086,607.

    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 13,183 shares
    Change vs previous 13F +406 shares

    0.63% of the 13F portfolio, value $2,279,969.

    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 12,777 shares
    Change vs previous 13F +1,539 shares

    0.71% of the 13F portfolio, value $2,439,839.

    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 11,238 shares
    Change vs previous 13F +3,096 shares

    0.58% of the 13F portfolio, value $1,837,930.

    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 8,142 shares
    Change vs previous 13F +5,715 shares

    0.41% of the 13F portfolio, value $1,142,351.

    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 2,427 shares
    Change vs previous 13F +82 shares

    0.11% of the 13F portfolio, value $324,779.

    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 2,345 shares
    Change vs previous 13F -823 shares

    0.12% of the 13F portfolio, value $307,383.

    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 3,168 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $446,376.

    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).