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Disclosery

CIC Wealth, LLC: IJH position timeline

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

CIC Wealth, LLC held 36,863 IJH 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 36,863 shares
    Change vs previous 13F +19 shares

    0.59% of the 13F portfolio, value $2,297,314.

    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 36,844 shares
    Change vs previous 13F +95 shares

    0.59% of the 13F portfolio, value $2,156,094.

    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 36,749 shares
    Change vs previous 13F +29,416 shares

    0.65% of the 13F portfolio, value $2,232,147.

    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 7,333 shares
    Change vs previous 13F +35 shares

    0.64% of the 13F portfolio, value $2,032,244.

    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 7,298 shares
    Change vs previous 13F -13 shares

    0.65% of the 13F portfolio, value $1,819,875.

    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 7,311 shares
    Change vs previous 13F +19 shares

    0.66% of the 13F portfolio, value $1,911,805.

    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 7,292 shares
    Change vs previous 13F +62 shares

    0.69% of the 13F portfolio, value $1,824,166.

    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 7,230 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,748,765.

    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).