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Disclosery

CIC Wealth, LLC: JPST position timeline

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

CIC Wealth, LLC held 83,083 JPST 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 83,083 shares
    Change vs previous 13F -7,408 shares

    1.09% of the 13F portfolio, value $4,215,650.

    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 90,491 shares
    Change vs previous 13F +8,645 shares

    1.26% of the 13F portfolio, value $4,567,093.

    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 81,846 shares
    Change vs previous 13F +11,895 shares

    1.2% of the 13F portfolio, value $4,129,146.

    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 69,951 shares
    Change vs previous 13F +3,101 shares

    1.11% of the 13F portfolio, value $3,513,654.

    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 66,850 shares
    Change vs previous 13F +716 shares

    1.2% of the 13F portfolio, value $3,354,548.

    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 66,134 shares
    Change vs previous 13F +21,771 shares

    1.15% of the 13F portfolio, value $3,315,976.

    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 44,363 shares
    Change vs previous 13F +12,322 shares

    0.84% of the 13F portfolio, value $2,232,368.

    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 32,041 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,606,203.

    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).