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ICA Group Wealth Management, LLC: CSX position timeline

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

ICA Group Wealth Management, LLC held 1,309 CSX 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 1,309 shares
    Change vs previous 13F -23,369 shares

    0.03% of the 13F portfolio, value $43,786.

    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 24,678 shares
    Change vs previous 13F +18,052 shares

    0.18% of the 13F portfolio, value $914,813.

    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 6,626 shares
    Change vs previous 13F -195 shares

    0.05% of the 13F portfolio, value $229,723.

    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 6,821 shares
    Change vs previous 13F -263 shares

    0.06% of the 13F portfolio, value $209,682.

    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 7,084 shares
    Change vs previous 13F +1,778 shares

    0.06% of the 13F portfolio, value $241,564.

    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 5,306 shares
    Change vs previous 13F +356 shares

    0.04% of the 13F portfolio, value $158,860.

    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 4,950 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $153,332.

    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).