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ICA Group Wealth Management, LLC: IVV position timeline

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

ICA Group Wealth Management, LLC held 6,995 IVV 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 6,995 shares
    Change vs previous 13F -15,778 shares

    2.3% of the 13F portfolio, value $3,829,626.

    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 22,773 shares
    Change vs previous 13F +435 shares

    2.4% of the 13F portfolio, value $11,974,690.

    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 22,338 shares
    Change vs previous 13F +2,136 shares

    2.38% of the 13F portfolio, value $10,670,113.

    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 20,202 shares
    Change vs previous 13F +1,021 shares

    2.44% of the 13F portfolio, value $8,674,799.

    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 19,181 shares
    Change vs previous 13F +2,467 shares

    2.14% of the 13F portfolio, value $8,549,104.

    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 16,714 shares
    Change vs previous 13F -3,200 shares

    1.64% of the 13F portfolio, value $6,870,989.

    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 19,914 shares
    Change vs previous 13F +1,474 shares

    1.81% of the 13F portfolio, value $7,696,400.

    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 18,440 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $6,614,000.

    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).