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Disclosery

CIC Wealth, LLC: SWK position timeline

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

CIC Wealth, LLC held 4,297 SWK 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 4,297 shares
    Change vs previous 13F -7 shares

    0.12% of the 13F portfolio, value $473,229.

    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 4,304 shares
    Change vs previous 13F -75 shares

    0.09% of the 13F portfolio, value $343,847.

    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 4,379 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $428,835.

    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 4,379 shares
    Change vs previous 13F -30 shares

    0.14% of the 13F portfolio, value $429,580.

    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 4,409 shares
    Change vs previous 13F +770 shares

    0.13% of the 13F portfolio, value $368,504.

    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 3,639 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $341,011.

    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).