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Disclosery

CIC Wealth, LLC: SCHE position timeline

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

CIC Wealth, LLC held 35,360 SCHE 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 35,360 shares
    Change vs previous 13F +528 shares

    0.27% of the 13F portfolio, value $1,031,796.

    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 34,832 shares
    Change vs previous 13F +520 shares

    0.25% of the 13F portfolio, value $925,133.

    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 34,312 shares
    Change vs previous 13F -5,189 shares

    0.25% of the 13F portfolio, value $866,373.

    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 39,501 shares
    Change vs previous 13F -12,608 shares

    0.31% of the 13F portfolio, value $979,230.

    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 52,109 shares
    Change vs previous 13F +1,546 shares

    0.45% of the 13F portfolio, value $1,247,489.

    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 50,563 shares
    Change vs previous 13F -157 shares

    0.43% of the 13F portfolio, value $1,245,367.

    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 50,720 shares
    Change vs previous 13F +9,379 shares

    0.47% of the 13F portfolio, value $1,243,654.

    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 41,341 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $978,541.

    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).