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Disclosery

CIC Wealth, LLC: ITOT position timeline

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

CIC Wealth, LLC held 11,700 ITOT 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 11,700 shares
    Change vs previous 13F +21 shares

    0.38% of the 13F portfolio, value $1,469,754.

    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 11,679 shares
    Change vs previous 13F -119 shares

    0.38% of the 13F portfolio, value $1,387,232.

    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 11,798 shares
    Change vs previous 13F +328 shares

    0.4% of the 13F portfolio, value $1,360,309.

    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 11,470 shares
    Change vs previous 13F -62 shares

    0.38% of the 13F portfolio, value $1,206,988.

    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 11,532 shares
    Change vs previous 13F +1,145 shares

    0.39% of the 13F portfolio, value $1,086,199.

    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 10,387 shares
    Change vs previous 13F +1,970 shares

    0.35% of the 13F portfolio, value $1,016,264.

    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 8,417 shares
    Change vs previous 13F -183 shares

    0.29% of the 13F portfolio, value $762,159.

    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 8,600 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $729,280.

    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).