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ICA Group Wealth Management, LLC: FDL position timeline

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

ICA Group Wealth Management, LLC held 169,234 FDL 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 169,234 shares
    Change vs previous 13F -223,838 shares

    3.85% of the 13F portfolio, value $6,419,060.

    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 393,072 shares
    Change vs previous 13F +6,067 shares

    3.03% of the 13F portfolio, value $15,125,408.

    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 387,005 shares
    Change vs previous 13F +111,924 shares

    3.1% of the 13F portfolio, value $13,885,724.

    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 275,081 shares
    Change vs previous 13F +43,177 shares

    2.58% of the 13F portfolio, value $9,197,925.

    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 231,904 shares
    Change vs previous 13F +25,038 shares

    1.98% of the 13F portfolio, value $7,887,058.

    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 206,866 shares
    Change vs previous 13F -19,067 shares

    1.75% of the 13F portfolio, value $7,343,849.

    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 225,933 shares
    Change vs previous 13F -95,269 shares

    1.94% of the 13F portfolio, value $8,260,661.

    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 321,202 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $10,320,000.

    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).