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Disclosery

CIC Wealth, LLC: PG position timeline

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

CIC Wealth, LLC held 8,341 PG 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 8,341 shares
    Change vs previous 13F -5 shares

    0.37% of the 13F portfolio, value $1,444,678.

    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 8,346 shares
    Change vs previous 13F -51 shares

    0.38% of the 13F portfolio, value $1,376,398.

    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 8,397 shares
    Change vs previous 13F -311 shares

    0.4% of the 13F portfolio, value $1,362,466.

    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 8,708 shares
    Change vs previous 13F +176 shares

    0.4% of the 13F portfolio, value $1,276,055.

    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 8,532 shares
    Change vs previous 13F -439 shares

    0.45% of the 13F portfolio, value $1,244,531.

    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 8,971 shares
    Change vs previous 13F -352 shares

    0.47% of the 13F portfolio, value $1,361,245.

    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 9,323 shares
    Change vs previous 13F -2,146 shares

    0.52% of the 13F portfolio, value $1,386,230.

    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 11,469 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,738,198.

    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).