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Disclosery

CIC Wealth, LLC: OPER position timeline

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

CIC Wealth, LLC held 46,649 OPER 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 46,649 shares
    Change vs previous 13F -970 shares

    1.21% of the 13F portfolio, value $4,671,627.

    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 47,619 shares
    Change vs previous 13F +3,698 shares

    1.31% of the 13F portfolio, value $4,768,567.

    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 43,921 shares
    Change vs previous 13F -5,322 shares

    1.28% of the 13F portfolio, value $4,398,469.

    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 49,243 shares
    Change vs previous 13F -3,542 shares

    1.56% of the 13F portfolio, value $4,927,506.

    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 52,785 shares
    Change vs previous 13F -1,376 shares

    1.9% of the 13F portfolio, value $5,289,041.

    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 54,161 shares
    Change vs previous 13F -527 shares

    1.88% of the 13F portfolio, value $5,432,043.

    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 54,688 shares
    Change vs previous 13F -1,767 shares

    2.06% of the 13F portfolio, value $5,475,585.

    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 56,455 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $5,651,992.

    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).