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ICA Group Wealth Management, LLC: IEF position timeline

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

ICA Group Wealth Management, LLC held 27,299 IEF 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 27,299 shares
    Change vs previous 13F -6,018 shares

    1.53% of the 13F portfolio, value $2,556,555.

    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 33,317 shares
    Change vs previous 13F +3,352 shares

    0.63% of the 13F portfolio, value $3,153,763.

    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 29,965 shares
    Change vs previous 13F +19,850 shares

    0.64% of the 13F portfolio, value $2,888,405.

    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 10,115 shares
    Change vs previous 13F +1,488 shares

    0.26% of the 13F portfolio, value $925,797.

    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 8,627 shares
    Change vs previous 13F +4,767 shares

    0.21% of the 13F portfolio, value $833,361.

    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 3,860 shares
    Change vs previous 13F -1,416 shares

    0.09% of the 13F portfolio, value $382,626.

    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 5,276 shares
    Change vs previous 13F -237 shares

    0.12% of the 13F portfolio, value $505,353.

    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 5,513 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $529,000.

    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).