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ICA Group Wealth Management, LLC: MBB position timeline

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

ICA Group Wealth Management, LLC held 357 MBB 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 357 shares
    Change vs previous 13F -8,341 shares

    0.02% of the 13F portfolio, value $32,776.

    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 8,698 shares
    Change vs previous 13F -2,298 shares

    0.16% of the 13F portfolio, value $803,839.

    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 10,996 shares
    Change vs previous 13F -648 shares

    0.23% of the 13F portfolio, value $1,034,550.

    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 11,644 shares
    Change vs previous 13F -2,359 shares

    0.29% of the 13F portfolio, value $1,033,994.

    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 14,003 shares
    Change vs previous 13F +13,897 shares

    0.33% of the 13F portfolio, value $1,305,947.

    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 106 shares
    Change vs previous 13F -5,269 shares

    <0.01% of the 13F portfolio, value $10,041.

    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 5,375 shares
    Change vs previous 13F +633 shares

    0.12% of the 13F portfolio, value $498,585.

    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 4,742 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $434,000.

    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).