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ICA Group Wealth Management, LLC: EQWL position timeline

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

ICA Group Wealth Management, LLC held 1,628 EQWL 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 1,628 shares
    Change vs previous 13F -35,060 shares

    0.09% of the 13F portfolio, value $153,852.

    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 36,688 shares
    Change vs previous 13F -3,855 shares

    0.7% of the 13F portfolio, value $3,481,316.

    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 40,543 shares
    Change vs previous 13F +8,928 shares

    0.79% of the 13F portfolio, value $3,549,851.

    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 31,615 shares
    Change vs previous 13F +2,152 shares

    0.7% of the 13F portfolio, value $2,482,564.

    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 29,463 shares
    Change vs previous 13F +2,248 shares

    0.6% of the 13F portfolio, value $2,400,143.

    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 27,215 shares
    Change vs previous 13F +3,230 shares

    0.51% of the 13F portfolio, value $2,123,898.

    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 23,985 shares
    Change vs previous 13F +11,321 shares

    0.42% of the 13F portfolio, value $1,797,800.

    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 12,664 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $841,000.

    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).