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Disclosery

CIC Wealth, LLC: IJR position timeline

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

CIC Wealth, LLC held 34,771 IJR 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 34,771 shares
    Change vs previous 13F +50 shares

    1.05% of the 13F portfolio, value $4,066,836.

    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 34,721 shares
    Change vs previous 13F +87 shares

    1.02% of the 13F portfolio, value $3,703,294.

    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 34,634 shares
    Change vs previous 13F -547 shares

    1.11% of the 13F portfolio, value $3,827,762.

    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 35,181 shares
    Change vs previous 13F -640 shares

    1.21% of the 13F portfolio, value $3,808,373.

    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 35,821 shares
    Change vs previous 13F -48 shares

    1.21% of the 13F portfolio, value $3,379,004.

    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 35,869 shares
    Change vs previous 13F -380 shares

    1.24% of the 13F portfolio, value $3,574,356.

    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 36,249 shares
    Change vs previous 13F -472 shares

    1.32% of the 13F portfolio, value $3,505,243.

    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 36,721 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,475,262.

    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).