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Disclosery

CIC Wealth, LLC: SCHV position timeline

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

CIC Wealth, LLC held 5,350 SCHV 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 5,350 shares
    Change vs previous 13F -534 shares

    0.11% of the 13F portfolio, value $429,980.

    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 5,884 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $435,887.

    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 5,884 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $447,066.

    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 5,884 shares
    Change vs previous 13F -400 shares

    0.13% of the 13F portfolio, value $412,468.

    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 6,284 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $405,067.

    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 6,284 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $421,594.

    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 6,284 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $412,105.

    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 6,284 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $414,870.

    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).