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ICA Group Wealth Management, LLC: HISF position timeline

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

ICA Group Wealth Management, LLC held 6,907 HISF 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 6,907 shares
    Change vs previous 13F -477 shares

    0.18% of the 13F portfolio, value $302,342.

    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 7,384 shares
    Change vs previous 13F -2,329 shares

    0.07% of the 13F portfolio, value $326,597.

    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 9,713 shares
    Change vs previous 13F -340 shares

    0.1% of the 13F portfolio, value $435,676.

    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 10,053 shares
    Change vs previous 13F -257 shares

    0.12% of the 13F portfolio, value $429,566.

    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 10,310 shares
    Change vs previous 13F -111 shares

    0.11% of the 13F portfolio, value $454,155.

    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 10,421 shares
    Change vs previous 13F -773 shares

    0.11% of the 13F portfolio, value $463,422.

    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 11,194 shares
    Change vs previous 13F -1,111 shares

    0.12% of the 13F portfolio, value $492,984.

    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 12,305 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $537,000.

    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).