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ICA Group Wealth Management, LLC: AAPL position timeline

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

ICA Group Wealth Management, LLC held 27,982 AAPL shares at 2024-06-30 per its 13F-HR filed 2024-08-08.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 27,982 shares
    Change vs previous 13F -42,878 shares

    3.54% of the 13F portfolio, value $5,893,496.

    13F-HR 0001944579-24-000003 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-03-31
    13F 70,860 shares
    Change vs previous 13F +1,481 shares

    2.43% of the 13F portfolio, value $12,151,119.

    13F-HR 0001944579-24-000002 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-12-31
    13F 69,379 shares
    Change vs previous 13F +12,176 shares

    2.98% of the 13F portfolio, value $13,357,593.

    13F-HR 0001944579-24-000001 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-09-30
    13F 57,203 shares
    Change vs previous 13F +699 shares

    2.76% of the 13F portfolio, value $9,815,026.

    13F-HR 0001172661-23-003785 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-06-30
    13F 56,504 shares
    Change vs previous 13F -36,690 shares

    2.75% of the 13F portfolio, value $10,960,037.

    13F-HR 0001944579-23-000003 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-03-31
    13F 93,194 shares
    Change vs previous 13F -83 shares

    3.67% of the 13F portfolio, value $15,367,738.

    13F-HR 0001944579-23-000002 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-12-31
    13F 93,277 shares
    Change vs previous 13F -86,032 shares

    2.87% of the 13F portfolio, value $12,234,369.

    13F-HR 0001944579-23-000001 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-09-30
    13F 179,309 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $24,781,000.

    13F-HR 0001944579-22-000006 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).