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ICA Group Wealth Management, LLC: MDU position timeline

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

ICA Group Wealth Management, LLC held 5,492 MDU 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 5,492 shares
    Change vs previous 13F -10,769 shares

    0.08% of the 13F portfolio, value $137,862.

    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 16,261 shares
    Change vs previous 13F +3,132 shares

    0.08% of the 13F portfolio, value $409,776.

    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 13,129 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $259,948.

    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 13,128 shares
    Change vs previous 13F -1,064 shares

    0.07% of the 13F portfolio, value $257,044.

    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 14,192 shares
    Change vs previous 13F -2,984 shares

    0.07% of the 13F portfolio, value $297,177.

    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 17,176 shares
    Change vs previous 13F -586 shares

    0.12% of the 13F portfolio, value $523,525.

    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 17,762 shares
    Change vs previous 13F -34,650 shares

    0.13% of the 13F portfolio, value $538,905.

    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 52,412 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,433,000.

    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).