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Disclosery

CIC Wealth, LLC: VB position timeline

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

CIC Wealth, LLC held 61,155 VB 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 61,155 shares
    Change vs previous 13F +1,579 shares

    3.75% of the 13F portfolio, value $14,506,593.

    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 59,576 shares
    Change vs previous 13F +728 shares

    3.58% of the 13F portfolio, value $12,989,965.

    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 58,848 shares
    Change vs previous 13F -8,129 shares

    3.91% of the 13F portfolio, value $13,452,079.

    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 66,977 shares
    Change vs previous 13F +8,422 shares

    4.53% of the 13F portfolio, value $14,288,203.

    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 58,555 shares
    Change vs previous 13F +5,458 shares

    3.97% of the 13F portfolio, value $11,070,994.

    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 53,097 shares
    Change vs previous 13F +3,441 shares

    3.65% of the 13F portfolio, value $10,560,462.

    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 49,656 shares
    Change vs previous 13F +12,090 shares

    3.55% of the 13F portfolio, value $9,412,791.

    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 37,566 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $6,894,864.

    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).