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Disclosery

CIC Wealth, LLC: PIFI position timeline

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

CIC Wealth, LLC held 3,165 PIFI 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 3,165 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $300,626.

    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 3,154 shares
    Change vs previous 13F +64 shares

    0.08% of the 13F portfolio, value $290,163.

    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 3,090 shares
    Change vs previous 13F -1,154 shares

    0.08% of the 13F portfolio, value $283,541.

    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 4,244 shares
    Change vs previous 13F +949 shares

    0.12% of the 13F portfolio, value $392,244.

    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 3,295 shares
    Change vs previous 13F -100 shares

    0.11% of the 13F portfolio, value $294,226.

    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 3,395 shares
    Change vs previous 13F -1,696 shares

    0.11% of the 13F portfolio, value $309,868.

    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 5,091 shares
    Change vs previous 13F +1,188 shares

    0.18% of the 13F portfolio, value $469,314.

    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 3,903 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $352,955.

    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).