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ICA Group Wealth Management, LLC: FVD position timeline

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

ICA Group Wealth Management, LLC held 112,449 FVD 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 112,449 shares
    Change vs previous 13F -165,956 shares

    2.75% of the 13F portfolio, value $4,582,407.

    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 278,405 shares
    Change vs previous 13F -15,642 shares

    2.36% of the 13F portfolio, value $11,757,166.

    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 294,047 shares
    Change vs previous 13F -289,621 shares

    2.66% of the 13F portfolio, value $11,926,588.

    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 583,668 shares
    Change vs previous 13F +16,311 shares

    6.13% of the 13F portfolio, value $21,816,026.

    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 567,357 shares
    Change vs previous 13F +8,313 shares

    5.7% of the 13F portfolio, value $22,745,374.

    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 559,044 shares
    Change vs previous 13F -3,105 shares

    5.35% of the 13F portfolio, value $22,451,216.

    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 562,149 shares
    Change vs previous 13F -96,883 shares

    5.27% of the 13F portfolio, value $22,435,351.

    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 659,032 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $23,587,000.

    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).