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Disclosery

CIC Wealth, LLC: NVDA position timeline

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

CIC Wealth, LLC held 130,947 NVDA 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 130,947 shares
    Change vs previous 13F +1,578 shares

    4.11% of the 13F portfolio, value $15,902,246.

    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 129,369 shares
    Change vs previous 13F +116,546 shares

    4.4% of the 13F portfolio, value $15,982,308.

    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 12,823 shares
    Change vs previous 13F -185 shares

    3.37% of the 13F portfolio, value $11,586,375.

    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 13,008 shares
    Change vs previous 13F +448 shares

    2.04% of the 13F portfolio, value $6,441,834.

    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 12,560 shares
    Change vs previous 13F -9 shares

    1.96% of the 13F portfolio, value $5,463,481.

    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 12,569 shares
    Change vs previous 13F -1,483 shares

    1.84% of the 13F portfolio, value $5,316,940.

    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 14,052 shares
    Change vs previous 13F -38 shares

    1.47% of the 13F portfolio, value $3,903,225.

    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 14,090 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,059,114.

    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).