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Disclosery

CIC Wealth, LLC: USRT position timeline

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

CIC Wealth, LLC held 108,029 USRT 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 108,029 shares
    Change vs previous 13F +2,682 shares

    1.72% of the 13F portfolio, value $6,651,332.

    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 105,347 shares
    Change vs previous 13F +3,926 shares

    1.55% of the 13F portfolio, value $5,642,400.

    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 101,421 shares
    Change vs previous 13F -2,189 shares

    1.59% of the 13F portfolio, value $5,456,466.

    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 103,610 shares
    Change vs previous 13F +18,536 shares

    1.78% of the 13F portfolio, value $5,624,962.

    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 85,074 shares
    Change vs previous 13F +7,537 shares

    1.44% of the 13F portfolio, value $4,013,791.

    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 77,537 shares
    Change vs previous 13F +2,491 shares

    1.38% of the 13F portfolio, value $3,986,176.

    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 75,046 shares
    Change vs previous 13F +18,056 shares

    1.43% of the 13F portfolio, value $3,782,338.

    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 56,990 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,818,142.

    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).