Skip to content
Disclosery

CIC Wealth, LLC: VIG position timeline

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

CIC Wealth, LLC held 5,055 VIG 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 5,055 shares
    Change vs previous 13F +4 shares

    0.26% of the 13F portfolio, value $1,001,284.

    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 5,051 shares
    Change vs previous 13F -360 shares

    0.25% of the 13F portfolio, value $922,030.

    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 5,411 shares
    Change vs previous 13F +3 shares

    0.29% of the 13F portfolio, value $988,073.

    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 5,408 shares
    Change vs previous 13F -58 shares

    0.29% of the 13F portfolio, value $921,525.

    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 5,466 shares
    Change vs previous 13F +5 shares

    0.3% of the 13F portfolio, value $849,256.

    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 5,461 shares
    Change vs previous 13F -334 shares

    0.31% of the 13F portfolio, value $887,087.

    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 5,795 shares
    Change vs previous 13F -380 shares

    0.34% of the 13F portfolio, value $892,542.

    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 6,175 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $937,671.

    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).