Skip to content
Disclosery

ICA Group Wealth Management, LLC: JEPI position timeline

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

ICA Group Wealth Management, LLC held 80,907 JEPI 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 80,907 shares
    Change vs previous 13F +9,703 shares

    2.75% of the 13F portfolio, value $4,585,809.

    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 71,204 shares
    Change vs previous 13F +10,340 shares

    0.83% of the 13F portfolio, value $4,119,853.

    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 60,864 shares
    Change vs previous 13F +11,082 shares

    0.75% of the 13F portfolio, value $3,346,332.

    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 49,782 shares
    Change vs previous 13F +9,034 shares

    0.74% of the 13F portfolio, value $2,636,482.

    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 40,748 shares
    Change vs previous 13F +7,275 shares

    0.57% of the 13F portfolio, value $2,254,591.

    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 33,473 shares
    Change vs previous 13F +2,378 shares

    0.44% of the 13F portfolio, value $1,827,602.

    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 31,095 shares
    Change vs previous 13F +16,534 shares

    0.41% of the 13F portfolio, value $1,724,858.

    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 14,561 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $746,000.

    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).