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ICA Group Wealth Management, LLC: FDN position timeline

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

ICA Group Wealth Management, LLC held 740 FDN 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 740 shares
    Change vs previous 13F -3,340 shares

    0.09% of the 13F portfolio, value $151,658.

    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 4,080 shares
    Change vs previous 13F -165 shares

    0.17% of the 13F portfolio, value $836,768.

    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 4,245 shares
    Change vs previous 13F -6 shares

    0.18% of the 13F portfolio, value $791,910.

    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 4,251 shares
    Change vs previous 13F -545 shares

    0.19% of the 13F portfolio, value $678,519.

    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 4,796 shares
    Change vs previous 13F -150 shares

    0.2% of the 13F portfolio, value $781,708.

    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 4,946 shares
    Change vs previous 13F -75 shares

    0.17% of the 13F portfolio, value $731,275.

    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 5,021 shares
    Change vs previous 13F -3,285 shares

    0.15% of the 13F portfolio, value $618,336.

    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 8,306 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,048,000.

    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).