Skip to content
Disclosery

CIC Wealth, LLC: MA position timeline

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

CIC Wealth, LLC held 3,826 MA 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 3,826 shares
    Change vs previous 13F -35 shares

    0.49% of the 13F portfolio, value $1,889,404.

    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 3,861 shares
    Change vs previous 13F -190 shares

    0.47% of the 13F portfolio, value $1,703,431.

    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 4,051 shares
    Change vs previous 13F +42 shares

    0.57% of the 13F portfolio, value $1,950,962.

    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 4,009 shares
    Change vs previous 13F -129 shares

    0.54% of the 13F portfolio, value $1,709,987.

    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 4,138 shares
    Change vs previous 13F +11 shares

    0.59% of the 13F portfolio, value $1,638,376.

    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 4,127 shares
    Change vs previous 13F +4 shares

    0.56% of the 13F portfolio, value $1,623,235.

    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 4,123 shares
    Change vs previous 13F -154 shares

    0.56% of the 13F portfolio, value $1,498,405.

    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 4,277 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,487,312.

    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).