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Disclosery

CIC Wealth, LLC: WCBR position timeline

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

CIC Wealth, LLC held 0 WCBR shares at 2023-03-31 per its 13F-HR filed 2023-05-04.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F -10,890 shares

    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).

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

  2. period ended2022-12-31
    13F 10,890 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $165,805.

    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).