Skip to content
Disclosery

ICA Group Wealth Management, LLC: BMO position timeline

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

ICA Group Wealth Management, LLC held 4,015 BMO 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 4,015 shares
    Change vs previous 13F -4,385 shares

    0.2% of the 13F portfolio, value $336,658.

    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 8,400 shares
    Change vs previous 13F -50 shares

    0.16% of the 13F portfolio, value $820,511.

    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 8,450 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $836,044.

    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 8,450 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $712,929.

    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 8,450 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $763,121.

    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 8,450 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $752,981.

    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 8,450 shares
    Change vs previous 13F -1,696 shares

    0.18% of the 13F portfolio, value $765,570.

    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 10,146 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $889,000.

    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).