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Disclosery

CIC Wealth, LLC: WM position timeline

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

CIC Wealth, LLC held 32,488 WM 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 32,488 shares
    Change vs previous 13F +372 shares

    1.74% of the 13F portfolio, value $6,744,535.

    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 32,116 shares
    Change vs previous 13F -237 shares

    1.89% of the 13F portfolio, value $6,851,600.

    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 32,353 shares
    Change vs previous 13F -510 shares

    2.01% of the 13F portfolio, value $6,895,967.

    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 32,863 shares
    Change vs previous 13F -647 shares

    1.87% of the 13F portfolio, value $5,885,758.

    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 33,510 shares
    Change vs previous 13F -323 shares

    1.83% of the 13F portfolio, value $5,108,270.

    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 33,833 shares
    Change vs previous 13F -47 shares

    2.03% of the 13F portfolio, value $5,867,296.

    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 33,880 shares
    Change vs previous 13F +12 shares

    2.08% of the 13F portfolio, value $5,528,131.

    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 33,868 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $5,313,245.

    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).