Skip to content
Disclosery

CIC Wealth, LLC: V position timeline

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

CIC Wealth, LLC held 19,595 V 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 19,595 shares
    Change vs previous 13F +247 shares

    1.39% of the 13F portfolio, value $5,387,700.

    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 19,348 shares
    Change vs previous 13F -296 shares

    1.4% of the 13F portfolio, value $5,078,233.

    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 19,644 shares
    Change vs previous 13F -532 shares

    1.59% of the 13F portfolio, value $5,482,123.

    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 20,176 shares
    Change vs previous 13F -696 shares

    1.67% of the 13F portfolio, value $5,252,890.

    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 20,872 shares
    Change vs previous 13F -270 shares

    1.72% of the 13F portfolio, value $4,800,755.

    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 21,142 shares
    Change vs previous 13F -245 shares

    1.74% of the 13F portfolio, value $5,020,719.

    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 21,387 shares
    Change vs previous 13F -163 shares

    1.82% of the 13F portfolio, value $4,821,990.

    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 21,550 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $4,477,229.

    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).