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Disclosery

CIC Wealth, LLC: VDC position timeline

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

CIC Wealth, LLC held 11,415 VDC 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 11,415 shares
    Change vs previous 13F +162 shares

    0.64% of the 13F portfolio, value $2,493,922.

    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 11,253 shares
    Change vs previous 13F -199 shares

    0.63% of the 13F portfolio, value $2,284,730.

    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 11,452 shares
    Change vs previous 13F -1,374 shares

    0.68% of the 13F portfolio, value $2,337,845.

    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 12,826 shares
    Change vs previous 13F -2,040 shares

    0.78% of the 13F portfolio, value $2,449,209.

    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 14,866 shares
    Change vs previous 13F +143 shares

    0.97% of the 13F portfolio, value $2,715,628.

    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 14,723 shares
    Change vs previous 13F -107 shares

    0.99% of the 13F portfolio, value $2,862,813.

    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 14,830 shares
    Change vs previous 13F -298 shares

    1.08% of the 13F portfolio, value $2,869,828.

    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 15,128 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,898,110.

    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).