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ICA Group Wealth Management, LLC: IUSV position timeline

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

ICA Group Wealth Management, LLC held 2,604 IUSV 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 2,604 shares
    Change vs previous 13F -54,879 shares

    0.14% of the 13F portfolio, value $229,489.

    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 57,483 shares
    Change vs previous 13F -8,384 shares

    1.04% of the 13F portfolio, value $5,198,788.

    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 65,867 shares
    Change vs previous 13F -172 shares

    1.24% of the 13F portfolio, value $5,554,581.

    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 66,039 shares
    Change vs previous 13F -1,766 shares

    1.38% of the 13F portfolio, value $4,927,784.

    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 67,805 shares
    Change vs previous 13F -10,241 shares

    1.33% of the 13F portfolio, value $5,306,392.

    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 78,046 shares
    Change vs previous 13F -11,375 shares

    1.37% of the 13F portfolio, value $5,758,253.

    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 89,421 shares
    Change vs previous 13F -5,115 shares

    1.48% of the 13F portfolio, value $6,316,147.

    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 94,536 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $5,919,000.

    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).