Skip to content
Disclosery

ICA Group Wealth Management, LLC: IUSB position timeline

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

ICA Group Wealth Management, LLC held 67 IUSB 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 67 shares
    Change vs previous 13F -8,587 shares

    <0.01% of the 13F portfolio, value $3,025.

    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 8,654 shares
    Change vs previous 13F +1,807 shares

    0.08% of the 13F portfolio, value $394,548.

    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 6,847 shares
    Change vs previous 13F -42 shares

    0.07% of the 13F portfolio, value $315,436.

    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 6,889 shares
    Change vs previous 13F -5,516 shares

    0.08% of the 13F portfolio, value $301,048.

    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 12,405 shares
    Change vs previous 13F +10,516 shares

    0.14% of the 13F portfolio, value $564,056.

    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 1,889 shares
    Change vs previous 13F -11,199 shares

    0.02% of the 13F portfolio, value $87,196.

    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 13,088 shares
    Change vs previous 13F +4,786 shares

    0.14% of the 13F portfolio, value $588,334.

    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 8,302 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $369,000.

    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).