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ICA Group Wealth Management, LLC: IJR position timeline

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

ICA Group Wealth Management, LLC held 2,017 IJR 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 2,017 shares
    Change vs previous 13F -38,521 shares

    0.13% of the 13F portfolio, value $215,187.

    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 40,538 shares
    Change vs previous 13F +32,082 shares

    0.9% of the 13F portfolio, value $4,480,201.

    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 8,456 shares
    Change vs previous 13F +242 shares

    0.2% of the 13F portfolio, value $915,359.

    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 8,214 shares
    Change vs previous 13F -1,046 shares

    0.22% of the 13F portfolio, value $774,729.

    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 9,260 shares
    Change vs previous 13F +4,226 shares

    0.23% of the 13F portfolio, value $922,727.

    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 5,034 shares
    Change vs previous 13F -6,988 shares

    0.12% of the 13F portfolio, value $486,823.

    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 12,022 shares
    Change vs previous 13F -1,895 shares

    0.27% of the 13F portfolio, value $1,138,055.

    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 13,917 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,213,000.

    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).