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ICA Group Wealth Management, LLC: LMBS position timeline

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

ICA Group Wealth Management, LLC held 3,950 LMBS 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 3,950 shares
    Change vs previous 13F -10,594 shares

    0.11% of the 13F portfolio, value $189,854.

    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 14,544 shares
    Change vs previous 13F +3,632 shares

    0.14% of the 13F portfolio, value $701,800.

    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 10,912 shares
    Change vs previous 13F -587 shares

    0.12% of the 13F portfolio, value $527,276.

    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 11,499 shares
    Change vs previous 13F -10,466 shares

    0.15% of the 13F portfolio, value $543,088.

    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 21,965 shares
    Change vs previous 13F -7,452 shares

    0.26% of the 13F portfolio, value $1,047,087.

    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 29,417 shares
    Change vs previous 13F -5,698 shares

    0.34% of the 13F portfolio, value $1,408,182.

    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 35,115 shares
    Change vs previous 13F -13,195 shares

    0.39% of the 13F portfolio, value $1,664,794.

    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 48,310 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,287,000.

    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).