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Disclosery

CIC Wealth, LLC: SPY position timeline

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

CIC Wealth, LLC held 5,785 SPY 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 5,785 shares
    Change vs previous 13F -6,021 shares

    0.86% of the 13F portfolio, value $3,319,046.

    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 11,806 shares
    Change vs previous 13F +1,191 shares

    1.77% of the 13F portfolio, value $6,425,257.

    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 10,615 shares
    Change vs previous 13F +575 shares

    1.62% of the 13F portfolio, value $5,552,388.

    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 10,040 shares
    Change vs previous 13F -2,793 shares

    1.51% of the 13F portfolio, value $4,772,112.

    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 12,833 shares
    Change vs previous 13F +521 shares

    1.97% of the 13F portfolio, value $5,485,851.

    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 12,312 shares
    Change vs previous 13F +671 shares

    1.89% of the 13F portfolio, value $5,457,665.

    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 11,641 shares
    Change vs previous 13F +4,319 shares

    1.8% of the 13F portfolio, value $4,765,709.

    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 7,322 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,800,152.

    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).