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ICA Group Wealth Management, LLC: FPEI position timeline

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

ICA Group Wealth Management, LLC held 45,758 FPEI 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 45,758 shares
    Change vs previous 13F -52,319 shares

    0.5% of the 13F portfolio, value $840,577.

    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 98,077 shares
    Change vs previous 13F -8,368 shares

    0.36% of the 13F portfolio, value $1,786,961.

    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 106,445 shares
    Change vs previous 13F +1,887 shares

    0.42% of the 13F portfolio, value $1,897,917.

    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 104,558 shares
    Change vs previous 13F +537 shares

    0.5% of the 13F portfolio, value $1,764,937.

    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 104,021 shares
    Change vs previous 13F +9,951 shares

    0.44% of the 13F portfolio, value $1,752,765.

    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 94,070 shares
    Change vs previous 13F +10,867 shares

    0.38% of the 13F portfolio, value $1,575,683.

    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 83,203 shares
    Change vs previous 13F +6,650 shares

    0.35% of the 13F portfolio, value $1,481,838.

    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 76,553 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,313,000.

    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).