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Disclosery

CIC Wealth, LLC: PM position timeline

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

CIC Wealth, LLC held 7,037 PM 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 7,037 shares
    Change vs previous 13F -638 shares

    0.22% of the 13F portfolio, value $854,337.

    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 7,675 shares
    Change vs previous 13F -1,936 shares

    0.21% of the 13F portfolio, value $777,683.

    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 9,611 shares
    Change vs previous 13F -55 shares

    0.26% of the 13F portfolio, value $880,589.

    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 9,666 shares
    Change vs previous 13F -823 shares

    0.29% of the 13F portfolio, value $909,360.

    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 10,489 shares
    Change vs previous 13F -175 shares

    0.35% of the 13F portfolio, value $971,081.

    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 10,664 shares
    Change vs previous 13F -933 shares

    0.36% of the 13F portfolio, value $1,040,980.

    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 11,597 shares
    Change vs previous 13F -1,045 shares

    0.43% of the 13F portfolio, value $1,127,837.

    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 12,642 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,279,538.

    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).