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Disclosery

CIC Wealth, LLC: MSFT position timeline

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

CIC Wealth, LLC held 39,053 MSFT 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 39,053 shares
    Change vs previous 13F -796 shares

    4.34% of the 13F portfolio, value $16,804,474.

    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 39,849 shares
    Change vs previous 13F -112 shares

    4.9% of the 13F portfolio, value $17,810,634.

    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 39,961 shares
    Change vs previous 13F -358 shares

    4.89% of the 13F portfolio, value $16,812,251.

    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 40,319 shares
    Change vs previous 13F -299 shares

    4.81% of the 13F portfolio, value $15,161,581.

    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 40,618 shares
    Change vs previous 13F -770 shares

    4.6% of the 13F portfolio, value $12,825,280.

    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 41,388 shares
    Change vs previous 13F +59 shares

    4.87% of the 13F portfolio, value $14,094,218.

    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 41,329 shares
    Change vs previous 13F +666 shares

    4.49% of the 13F portfolio, value $11,915,258.

    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 40,663 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $9,751,791.

    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).