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ICA Group Wealth Management, LLC: FIXD position timeline

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

ICA Group Wealth Management, LLC held 46,817 FIXD 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 46,817 shares
    Change vs previous 13F -112,093 shares

    1.21% of the 13F portfolio, value $2,015,488.

    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 158,910 shares
    Change vs previous 13F -9,842 shares

    1.39% of the 13F portfolio, value $6,928,445.

    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 168,752 shares
    Change vs previous 13F -25,920 shares

    1.68% of the 13F portfolio, value $7,527,154.

    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 194,672 shares
    Change vs previous 13F -19,639 shares

    2.3% of the 13F portfolio, value $8,186,754.

    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 214,311 shares
    Change vs previous 13F -17,172 shares

    2.37% of the 13F portfolio, value $9,466,113.

    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 231,483 shares
    Change vs previous 13F -5,053 shares

    2.49% of the 13F portfolio, value $10,430,637.

    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 236,536 shares
    Change vs previous 13F -22,267 shares

    2.44% of the 13F portfolio, value $10,388,820.

    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 258,803 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $11,268,000.

    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).