Skip to content
Disclosery

CIC Wealth, LLC: VHT position timeline

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

CIC Wealth, LLC held 7,883 VHT 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 7,883 shares
    Change vs previous 13F -30 shares

    0.57% of the 13F portfolio, value $2,224,560.

    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 7,913 shares
    Change vs previous 13F -591 shares

    0.58% of the 13F portfolio, value $2,104,773.

    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 8,504 shares
    Change vs previous 13F -794 shares

    0.67% of the 13F portfolio, value $2,300,415.

    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 9,298 shares
    Change vs previous 13F -233 shares

    0.74% of the 13F portfolio, value $2,331,129.

    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 9,531 shares
    Change vs previous 13F -401 shares

    0.8% of the 13F portfolio, value $2,240,738.

    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 9,932 shares
    Change vs previous 13F +169 shares

    0.84% of the 13F portfolio, value $2,431,552.

    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 9,763 shares
    Change vs previous 13F -23 shares

    0.88% of the 13F portfolio, value $2,328,085.

    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 9,786 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,427,417.

    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).