Skip to content
Disclosery

CIC Wealth, LLC: XYL position timeline

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

CIC Wealth, LLC held 17,525 XYL 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 17,525 shares
    Change vs previous 13F -111 shares

    0.61% of the 13F portfolio, value $2,366,393.

    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 17,636 shares
    Change vs previous 13F -677 shares

    0.66% of the 13F portfolio, value $2,391,958.

    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 18,313 shares
    Change vs previous 13F -5 shares

    0.69% of the 13F portfolio, value $2,366,710.

    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 18,318 shares
    Change vs previous 13F -2,457 shares

    0.66% of the 13F portfolio, value $2,094,901.

    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 20,775 shares
    Change vs previous 13F -563 shares

    0.68% of the 13F portfolio, value $1,891,188.

    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 21,338 shares
    Change vs previous 13F -972 shares

    0.83% of the 13F portfolio, value $2,403,129.

    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 22,310 shares
    Change vs previous 13F -732 shares

    0.88% of the 13F portfolio, value $2,335,893.

    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 23,042 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,547,786.

    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).