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Disclosery

CIC Wealth, LLC: IHI position timeline

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

CIC Wealth, LLC held 23,116 IHI 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 23,116 shares
    Change vs previous 13F -750 shares

    0.35% of the 13F portfolio, value $1,368,931.

    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 23,866 shares
    Change vs previous 13F -2,759 shares

    0.37% of the 13F portfolio, value $1,337,448.

    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 26,625 shares
    Change vs previous 13F -2,461 shares

    0.45% of the 13F portfolio, value $1,559,954.

    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 29,086 shares
    Change vs previous 13F -282 shares

    0.5% of the 13F portfolio, value $1,569,795.

    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 29,368 shares
    Change vs previous 13F -290 shares

    0.51% of the 13F portfolio, value $1,424,334.

    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 29,658 shares
    Change vs previous 13F -10 shares

    0.58% of the 13F portfolio, value $1,674,474.

    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 29,668 shares
    Change vs previous 13F -218 shares

    0.6% of the 13F portfolio, value $1,601,461.

    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 29,886 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,571,089.

    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).