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Disclosery

CIC Wealth, LLC: VYM position timeline

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

CIC Wealth, LLC held 0 VYM shares at 2024-03-31 per its 13F-HR filed 2024-04-15.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -10,136 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 10,136 shares
    Change vs previous 13F -1,543 shares

    0.36% of the 13F portfolio, value $1,131,483.

    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).

  3. period ended2023-09-30
    13F 11,679 shares
    Change vs previous 13F -376 shares

    0.43% of the 13F portfolio, value $1,206,657.

    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).

  4. period ended2023-06-30
    13F 12,055 shares
    Change vs previous 13F -3,347 shares

    0.44% of the 13F portfolio, value $1,278,642.

    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).

  5. period ended2023-03-31
    13F 15,402 shares
    Change vs previous 13F +952 shares

    0.61% of the 13F portfolio, value $1,624,893.

    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).

  6. period ended2022-12-31
    13F 14,450 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,563,641.

    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).