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Disclosery

CIC Wealth, LLC: WMT position timeline

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

CIC Wealth, LLC held 57,137 WMT 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 57,137 shares
    Change vs previous 13F -139 shares

    1.19% of the 13F portfolio, value $4,613,794.

    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 57,276 shares
    Change vs previous 13F -129 shares

    1.07% of the 13F portfolio, value $3,878,174.

    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 57,405 shares
    Change vs previous 13F +38,428 shares

    1% of the 13F portfolio, value $3,454,055.

    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 18,977 shares
    Change vs previous 13F -75 shares

    0.95% of the 13F portfolio, value $2,991,773.

    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 19,052 shares
    Change vs previous 13F +448 shares

    1.09% of the 13F portfolio, value $3,047,036.

    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 18,604 shares
    Change vs previous 13F +141 shares

    1.01% of the 13F portfolio, value $2,924,226.

    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 18,463 shares
    Change vs previous 13F -316 shares

    1.03% of the 13F portfolio, value $2,722,415.

    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 18,779 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,662,713.

    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).