CIC Wealth, LLC: IVV position timeline

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

CIC Wealth, LLC held 6,960 IVV 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 6,960 shares
Change vs previous 13F +16 shares
1.04% of the 13F portfolio, value $4,014,446.
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 6,944 shares
Change vs previous 13F +23 shares
1.05% of the 13F portfolio, value $3,799,728.
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 6,921 shares
Change vs previous 13F +34 shares
1.06% of the 13F portfolio, value $3,638,792.
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 6,887 shares
Change vs previous 13F +32 shares
1.04% of the 13F portfolio, value $3,289,496.
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 6,855 shares
Change vs previous 13F +14 shares
1.05% of the 13F portfolio, value $2,943,802.
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 6,841 shares
Change vs previous 13F +16 shares
1.05% of the 13F portfolio, value $3,049,207.
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 6,825 shares
Change vs previous 13F +25 shares
1.06% of the 13F portfolio, value $2,805,549.
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 6,800 shares
Change vs previous 13F not available
1.08% of the 13F portfolio, value $2,612,512.
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).