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Disclosery

ICA Group Wealth Management, LLC: DE position timeline

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

ICA Group Wealth Management, LLC held 163 DE 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 163 shares
    Change vs previous 13F -1,088 shares

    0.04% of the 13F portfolio, value $60,908.

    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 1,251 shares
    Change vs previous 13F -146 shares

    0.1% of the 13F portfolio, value $513,675.

    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 1,397 shares
    Change vs previous 13F -102 shares

    0.12% of the 13F portfolio, value $558,771.

    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 1,499 shares
    Change vs previous 13F -24 shares

    0.16% of the 13F portfolio, value $565,419.

    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 1,523 shares
    Change vs previous 13F -4,557 shares

    0.15% of the 13F portfolio, value $617,101.

    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 6,080 shares
    Change vs previous 13F -34 shares

    0.6% of the 13F portfolio, value $2,510,253.

    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 6,114 shares
    Change vs previous 13F -6,115 shares

    0.62% of the 13F portfolio, value $2,620,807.

    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 12,229 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $4,083,000.

    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).