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Disclosery

CIC Wealth, LLC: PAVE position timeline

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

CIC Wealth, LLC held 41,452 PAVE 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 41,452 shares
    Change vs previous 13F +3,368 shares

    0.44% of the 13F portfolio, value $1,706,155.

    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 38,084 shares
    Change vs previous 13F +398 shares

    0.39% of the 13F portfolio, value $1,409,878.

    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 37,686 shares
    Change vs previous 13F -3,074 shares

    0.44% of the 13F portfolio, value $1,500,289.

    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 40,760 shares
    Change vs previous 13F -8,383 shares

    0.45% of the 13F portfolio, value $1,404,590.

    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 49,143 shares
    Change vs previous 13F +864 shares

    0.54% of the 13F portfolio, value $1,492,964.

    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 48,279 shares
    Change vs previous 13F -1,835 shares

    0.52% of the 13F portfolio, value $1,517,409.

    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 50,114 shares
    Change vs previous 13F -3,940 shares

    0.54% of the 13F portfolio, value $1,420,732.

    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 54,054 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,431,890.

    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).