CIC Wealth, LLC: IVE position timeline

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

CIC Wealth, LLC held 1,560 IVE shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

period ended2024-09-30
13F 1,560 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $307,505.
13F-HR 0001951757-24-001188 filed by CIC Wealth, LLC
Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 1,560 shares
Change vs previous 13F +7 shares
0.08% of the 13F portfolio, value $283,862.
13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 1,553 shares
Change vs previous 13F +5 shares
0.08% of the 13F portfolio, value $290,208.
13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 1,548 shares
Change vs previous 13F +13 shares
0.09% of the 13F portfolio, value $269,124.
13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 1,535 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $236,105.
13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 1,535 shares
Change vs previous 13F +5 shares
0.09% of the 13F portfolio, value $247,385.
13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
Filed 2023-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 1,530 shares
Change vs previous 13F +5 shares
0.09% of the 13F portfolio, value $232,252.
13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 1,525 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $221,161.
13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
Filed 2023-02-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).