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Disclosery

CIC Wealth, LLC: IEFA position timeline

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

CIC Wealth, LLC held 29,162 IEFA 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 29,162 shares
    Change vs previous 13F +551 shares

    0.59% of the 13F portfolio, value $2,276,130.

    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 28,611 shares
    Change vs previous 13F +336 shares

    0.57% of the 13F portfolio, value $2,078,336.

    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 28,275 shares
    Change vs previous 13F -4,544 shares

    0.61% of the 13F portfolio, value $2,098,544.

    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 32,819 shares
    Change vs previous 13F +3,105 shares

    0.73% of the 13F portfolio, value $2,308,833.

    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 29,714 shares
    Change vs previous 13F +704 shares

    0.69% of the 13F portfolio, value $1,912,124.

    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 29,010 shares
    Change vs previous 13F +805 shares

    0.68% of the 13F portfolio, value $1,958,204.

    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 28,205 shares
    Change vs previous 13F +3,554 shares

    0.71% of the 13F portfolio, value $1,885,525.

    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 24,651 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,519,507.

    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).