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ICA Group Wealth Management, LLC: IWM position timeline

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

ICA Group Wealth Management, LLC held 647 IWM 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 647 shares
    Change vs previous 13F -4,056 shares

    0.08% of the 13F portfolio, value $131,284.

    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 4,703 shares
    Change vs previous 13F -572 shares

    0.2% of the 13F portfolio, value $988,917.

    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 5,275 shares
    Change vs previous 13F +152 shares

    0.24% of the 13F portfolio, value $1,058,630.

    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 5,123 shares
    Change vs previous 13F -839 shares

    0.25% of the 13F portfolio, value $905,316.

    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 5,962 shares
    Change vs previous 13F +2,307 shares

    0.28% of the 13F portfolio, value $1,116,573.

    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 3,655 shares
    Change vs previous 13F -3,684 shares

    0.16% of the 13F portfolio, value $652,113.

    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 7,339 shares
    Change vs previous 13F -6,144 shares

    0.3% of the 13F portfolio, value $1,280,123.

    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 13,483 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,224,000.

    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).