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ICA Group Wealth Management, LLC: GEM position timeline

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

ICA Group Wealth Management, LLC held 190 GEM 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 190 shares
    Change vs previous 13F -7,315 shares

    <0.01% of the 13F portfolio, value $6,207.

    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 7,505 shares
    Change vs previous 13F -2,318 shares

    0.05% of the 13F portfolio, value $235,207.

    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 9,823 shares
    Change vs previous 13F +57 shares

    0.07% of the 13F portfolio, value $301,469.

    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 9,766 shares
    Change vs previous 13F -1,939 shares

    0.08% of the 13F portfolio, value $279,946.

    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 11,705 shares
    Change vs previous 13F +11,573 shares

    0.09% of the 13F portfolio, value $349,982.

    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 132 shares
    Change vs previous 13F -7,211 shares

    <0.01% of the 13F portfolio, value $3,930.

    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 7,343 shares
    Change vs previous 13F -2,279 shares

    0.05% of the 13F portfolio, value $207,880.

    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 9,622 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $249,000.

    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).