Skip to content
Disclosery

CIC Wealth, LLC: META position timeline

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

CIC Wealth, LLC held 3,631 META 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 3,631 shares
    Change vs previous 13F +106 shares

    0.54% of the 13F portfolio, value $2,078,646.

    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 3,525 shares
    Change vs previous 13F +53 shares

    0.49% of the 13F portfolio, value $1,777,469.

    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 3,472 shares
    Change vs previous 13F +1,229 shares

    0.49% of the 13F portfolio, value $1,685,975.

    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 2,243 shares
    Change vs previous 13F +15 shares

    0.25% of the 13F portfolio, value $793,932.

    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 2,228 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $668,868.

    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 2,228 shares
    Change vs previous 13F -5 shares

    0.22% of the 13F portfolio, value $639,391.

    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 2,233 shares
    Change vs previous 13F -82 shares

    0.18% of the 13F portfolio, value $473,262.

    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 2,315 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $278,587.

    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).