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Disclosery

CIC Wealth, LLC: XEXGX position timeline

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

CIC Wealth, LLC held 13,235 XEXGX 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 13,235 shares
    Change vs previous 13F +693 shares

    0.03% of the 13F portfolio, value $115,413.

    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 12,542 shares
    Change vs previous 13F -1,204 shares

    0.03% of the 13F portfolio, value $105,979.

    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 13,746 shares
    Change vs previous 13F +337 shares

    0.03% of the 13F portfolio, value $112,168.

    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 13,409 shares
    Change vs previous 13F +264 shares

    0.03% of the 13F portfolio, value $103,518.

    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 13,145 shares
    Change vs previous 13F +241 shares

    0.03% of the 13F portfolio, value $96,877.

    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 12,904 shares
    Change vs previous 13F +240 shares

    0.04% of the 13F portfolio, value $102,197.

    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 12,664 shares
    Change vs previous 13F +237 shares

    0.04% of the 13F portfolio, value $98,904.

    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 12,427 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $93,824.

    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).