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Disclosery

CIC Wealth, LLC: IGM position timeline

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

CIC Wealth, LLC held 103,759 IGM 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 103,759 shares
    Change vs previous 13F +1,438 shares

    2.57% of the 13F portfolio, value $9,954,611.

    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 102,321 shares
    Change vs previous 13F -256 shares

    2.66% of the 13F portfolio, value $9,649,924.

    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 102,577 shares
    Change vs previous 13F +85,311 shares

    2.57% of the 13F portfolio, value $8,840,061.

    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 17,266 shares
    Change vs previous 13F -1,691 shares

    2.45% of the 13F portfolio, value $7,738,323.

    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 18,957 shares
    Change vs previous 13F -223 shares

    2.6% of the 13F portfolio, value $7,244,879.

    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 19,180 shares
    Change vs previous 13F -296 shares

    2.61% of the 13F portfolio, value $7,535,136.

    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 19,476 shares
    Change vs previous 13F -520 shares

    2.49% of the 13F portfolio, value $6,608,487.

    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 19,996 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $5,598,765.

    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).