CIC Wealth, LLC: UPS position timeline

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

CIC Wealth, LLC held 0 UPS shares at 2024-06-30 per its 13F-HR filed 2024-07-12.

the latest 13F is the newest step

period ended2024-06-30
13F 0 shares
Change vs previous 13F -1,393 shares
13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-03-31
13F 1,393 shares
Change vs previous 13F -73 shares
0.06% of the 13F portfolio, value $207,024.
13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 1,466 shares
Change vs previous 13F -299 shares
0.07% of the 13F portfolio, value $230,520.
13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 1,765 shares
Change vs previous 13F +582 shares
0.1% of the 13F portfolio, value $275,172.
13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 1,183 shares
Change vs previous 13F +1 shares
0.07% of the 13F portfolio, value $212,006.
13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
Filed 2023-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 1,182 shares
Change vs previous 13F +30 shares
0.09% of the 13F portfolio, value $229,313.
13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 1,152 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $200,348.
13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
Filed 2023-02-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).