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Disclosery

CIC Wealth, LLC: VIGI position timeline

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

CIC Wealth, LLC held 13,513 VIGI 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 13,513 shares
    Change vs previous 13F +947 shares

    0.31% of the 13F portfolio, value $1,192,928.

    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 12,566 shares
    Change vs previous 13F +891 shares

    0.28% of the 13F portfolio, value $1,021,364.

    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 11,675 shares
    Change vs previous 13F +560 shares

    0.28% of the 13F portfolio, value $951,863.

    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 11,115 shares
    Change vs previous 13F +760 shares

    0.28% of the 13F portfolio, value $881,864.

    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 10,355 shares
    Change vs previous 13F +5,765 shares

    0.26% of the 13F portfolio, value $738,622.

    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 4,590 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $344,663.

    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).