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ICA Group Wealth Management, LLC: LQD position timeline

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

ICA Group Wealth Management, LLC held 7,957 LQD 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 7,957 shares
    Change vs previous 13F -3,249 shares

    0.51% of the 13F portfolio, value $852,383.

    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 11,206 shares
    Change vs previous 13F -5,980 shares

    0.24% of the 13F portfolio, value $1,220,617.

    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 17,186 shares
    Change vs previous 13F -18,273 shares

    0.42% of the 13F portfolio, value $1,901,860.

    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 35,459 shares
    Change vs previous 13F +4,090 shares

    1% of the 13F portfolio, value $3,574,054.

    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 31,369 shares
    Change vs previous 13F +8,226 shares

    0.85% of the 13F portfolio, value $3,392,277.

    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 23,143 shares
    Change vs previous 13F -789 shares

    0.61% of the 13F portfolio, value $2,536,727.

    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 23,932 shares
    Change vs previous 13F +10,275 shares

    0.62% of the 13F portfolio, value $2,644,265.

    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 13,657 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,399,000.

    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).