CIC Wealth, LLC: VZ position timeline

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

CIC Wealth, LLC held 7,786 VZ shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

period ended2024-09-30
13F 7,786 shares
Change vs previous 13F +950 shares
0.09% of the 13F portfolio, value $349,652.
13F-HR 0001951757-24-001188 filed by CIC Wealth, LLC
Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 6,836 shares
Change vs previous 13F -118 shares
0.08% of the 13F portfolio, value $281,928.
13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 6,954 shares
Change vs previous 13F -1,755 shares
0.08% of the 13F portfolio, value $291,774.
13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 8,709 shares
Change vs previous 13F +1,963 shares
0.1% of the 13F portfolio, value $328,338.
13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 6,746 shares
Change vs previous 13F -1,926 shares
0.08% of the 13F portfolio, value $218,622.
13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 8,672 shares
Change vs previous 13F -5,378 shares
0.11% of the 13F portfolio, value $322,526.
13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
Filed 2023-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 14,050 shares
Change vs previous 13F -672 shares
0.21% of the 13F portfolio, value $546,422.
13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 14,722 shares
Change vs previous 13F not available
0.24% of the 13F portfolio, value $580,034.
13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
Filed 2023-02-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).