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Disclosery

CIC Wealth, LLC: MDY position timeline

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

CIC Wealth, LLC held 2,530 MDY 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 2,530 shares
    Change vs previous 13F +96 shares

    0.37% of the 13F portfolio, value $1,441,366.

    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 2,434 shares
    Change vs previous 13F -5 shares

    0.36% of the 13F portfolio, value $1,302,353.

    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 2,439 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,356,941.

    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 2,439 shares
    Change vs previous 13F +3 shares

    0.39% of the 13F portfolio, value $1,237,274.

    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 2,436 shares
    Change vs previous 13F -31 shares

    0.4% of the 13F portfolio, value $1,112,528.

    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 2,467 shares
    Change vs previous 13F -25 shares

    0.41% of the 13F portfolio, value $1,181,542.

    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 2,492 shares
    Change vs previous 13F -84 shares

    0.43% of the 13F portfolio, value $1,142,352.

    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 2,576 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,140,529.

    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).