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Disclosery

CIC Wealth, LLC: VTV position timeline

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

CIC Wealth, LLC held 6,748 VTV 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 6,748 shares
    Change vs previous 13F +45 shares

    0.3% of the 13F portfolio, value $1,178,002.

    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 6,703 shares
    Change vs previous 13F -173 shares

    0.3% of the 13F portfolio, value $1,075,179.

    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 6,876 shares
    Change vs previous 13F +170 shares

    0.33% of the 13F portfolio, value $1,119,776.

    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 6,706 shares
    Change vs previous 13F -236 shares

    0.32% of the 13F portfolio, value $1,002,478.

    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 6,942 shares
    Change vs previous 13F +86 shares

    0.34% of the 13F portfolio, value $957,565.

    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 6,856 shares
    Change vs previous 13F -168 shares

    0.34% of the 13F portfolio, value $974,243.

    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 7,024 shares
    Change vs previous 13F -937 shares

    0.37% of the 13F portfolio, value $970,030.

    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 7,961 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,117,501.

    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).