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ICA Group Wealth Management, LLC: HDV position timeline

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

ICA Group Wealth Management, LLC held 1,400 HDV 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 1,400 shares
    Change vs previous 13F -12,665 shares

    0.09% of the 13F portfolio, value $152,180.

    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 14,065 shares
    Change vs previous 13F -8,305 shares

    0.31% of the 13F portfolio, value $1,550,100.

    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 22,370 shares
    Change vs previous 13F -188 shares

    0.51% of the 13F portfolio, value $2,281,492.

    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 22,558 shares
    Change vs previous 13F -876 shares

    0.63% of the 13F portfolio, value $2,230,720.

    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 23,434 shares
    Change vs previous 13F +498 shares

    0.59% of the 13F portfolio, value $2,361,925.

    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 22,936 shares
    Change vs previous 13F +246 shares

    0.56% of the 13F portfolio, value $2,331,643.

    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 22,690 shares
    Change vs previous 13F -524 shares

    0.56% of the 13F portfolio, value $2,365,231.

    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 23,214 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,119,000.

    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).