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Disclosery

CIC Wealth, LLC: TSLA position timeline

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

CIC Wealth, LLC held 3,660 TSLA 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 3,660 shares
    Change vs previous 13F -26 shares

    0.25% of the 13F portfolio, value $957,566.

    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 3,686 shares
    Change vs previous 13F +108 shares

    0.2% of the 13F portfolio, value $729,386.

    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 3,578 shares
    Change vs previous 13F -33 shares

    0.18% of the 13F portfolio, value $628,977.

    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 3,611 shares
    Change vs previous 13F +30 shares

    0.28% of the 13F portfolio, value $897,261.

    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 3,581 shares
    Change vs previous 13F +59 shares

    0.32% of the 13F portfolio, value $896,038.

    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 3,522 shares
    Change vs previous 13F +26 shares

    0.32% of the 13F portfolio, value $921,954.

    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 3,496 shares
    Change vs previous 13F +373 shares

    0.27% of the 13F portfolio, value $725,280.

    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 3,123 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $384,691.

    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).