Skip to content
Disclosery

CIC Wealth, LLC: LOW position timeline

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

CIC Wealth, LLC held 13,472 LOW 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 13,472 shares
    Change vs previous 13F -76 shares

    0.94% of the 13F portfolio, value $3,648,859.

    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 13,548 shares
    Change vs previous 13F +1 shares

    0.82% of the 13F portfolio, value $2,986,709.

    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 13,547 shares
    Change vs previous 13F -2 shares

    1% of the 13F portfolio, value $3,450,922.

    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 13,549 shares
    Change vs previous 13F -3 shares

    0.96% of the 13F portfolio, value $3,015,278.

    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 13,552 shares
    Change vs previous 13F -458 shares

    1.01% of the 13F portfolio, value $2,816,734.

    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 14,010 shares
    Change vs previous 13F +5 shares

    1.09% of the 13F portfolio, value $3,162,083.

    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 14,005 shares
    Change vs previous 13F +130 shares

    1.06% of the 13F portfolio, value $2,800,540.

    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 13,875 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,764,547.

    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).