Skip to content
Disclosery

ICA Group Wealth Management, LLC: FPE position timeline

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

ICA Group Wealth Management, LLC held 68,160 FPE 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 68,160 shares
    Change vs previous 13F -39,728 shares

    0.71% of the 13F portfolio, value $1,183,240.

    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 107,888 shares
    Change vs previous 13F +4,923 shares

    0.37% of the 13F portfolio, value $1,868,596.

    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 102,965 shares
    Change vs previous 13F +9,107 shares

    0.39% of the 13F portfolio, value $1,735,981.

    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 93,858 shares
    Change vs previous 13F +4,002 shares

    0.42% of the 13F portfolio, value $1,498,637.

    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 89,856 shares
    Change vs previous 13F -2,581 shares

    0.36% of the 13F portfolio, value $1,435,005.

    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 92,437 shares
    Change vs previous 13F -196 shares

    0.35% of the 13F portfolio, value $1,475,293.

    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 92,633 shares
    Change vs previous 13F -481 shares

    0.37% of the 13F portfolio, value $1,556,234.

    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 93,114 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,555,000.

    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).