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ICA Group Wealth Management, LLC: JCPB position timeline

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

ICA Group Wealth Management, LLC held 147,446 JCPB 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 147,446 shares
    Change vs previous 13F +14,357 shares

    4.1% of the 13F portfolio, value $6,831,171.

    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 133,089 shares
    Change vs previous 13F +18,297 shares

    1.24% of the 13F portfolio, value $6,207,951.

    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 114,792 shares
    Change vs previous 13F +21,345 shares

    1.21% of the 13F portfolio, value $5,404,980.

    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 93,447 shares
    Change vs previous 13F +13,443 shares

    1.16% of the 13F portfolio, value $4,130,354.

    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 80,004 shares
    Change vs previous 13F +15,830 shares

    0.93% of the 13F portfolio, value $3,726,565.

    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 64,174 shares
    Change vs previous 13F +2,814 shares

    0.73% of the 13F portfolio, value $3,041,222.

    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 61,360 shares
    Change vs previous 13F +29,795 shares

    0.69% of the 13F portfolio, value $2,920,130.

    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 31,565 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,448,000.

    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).