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Disclosery

CIC Wealth, LLC: VOO position timeline

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

CIC Wealth, LLC held 96,648 VOO 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 96,648 shares
    Change vs previous 13F +4,358 shares

    13.18% of the 13F portfolio, value $50,998,190.

    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 92,290 shares
    Change vs previous 13F +4,477 shares

    12.7% of the 13F portfolio, value $46,156,959.

    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 87,813 shares
    Change vs previous 13F +9,886 shares

    12.28% of the 13F portfolio, value $42,211,672.

    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 77,927 shares
    Change vs previous 13F +7,784 shares

    10.79% of the 13F portfolio, value $34,038,634.

    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 70,143 shares
    Change vs previous 13F +4,966 shares

    9.87% of the 13F portfolio, value $27,545,008.

    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 65,177 shares
    Change vs previous 13F +2,326 shares

    9.18% of the 13F portfolio, value $26,545,090.

    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 62,851 shares
    Change vs previous 13F +11,773 shares

    8.91% of the 13F portfolio, value $23,636,192.

    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 51,078 shares
    Change vs previous 13F not available

    7.41% of the 13F portfolio, value $17,945,602.

    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).