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ICA Group Wealth Management, LLC: IUSG position timeline

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

ICA Group Wealth Management, LLC held 743 IUSG 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 743 shares
    Change vs previous 13F -17,471 shares

    0.06% of the 13F portfolio, value $94,706.

    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 18,214 shares
    Change vs previous 13F -1,427 shares

    0.43% of the 13F portfolio, value $2,134,910.

    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 19,641 shares
    Change vs previous 13F +368 shares

    0.46% of the 13F portfolio, value $2,044,666.

    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 19,273 shares
    Change vs previous 13F -1,861 shares

    0.51% of the 13F portfolio, value $1,827,712.

    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 21,134 shares
    Change vs previous 13F +10,096 shares

    0.52% of the 13F portfolio, value $2,063,505.

    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 11,038 shares
    Change vs previous 13F -13,732 shares

    0.23% of the 13F portfolio, value $979,810.

    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 24,770 shares
    Change vs previous 13F -6,585 shares

    0.47% of the 13F portfolio, value $2,019,635.

    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 31,355 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,514,000.

    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).