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ICA Group Wealth Management, LLC: MO position timeline

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

ICA Group Wealth Management, LLC held 5,480 MO 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 5,480 shares
    Change vs previous 13F -13,313 shares

    0.15% of the 13F portfolio, value $249,640.

    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 18,793 shares
    Change vs previous 13F +5,463 shares

    0.16% of the 13F portfolio, value $819,746.

    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 13,330 shares
    Change vs previous 13F +1,081 shares

    0.12% of the 13F portfolio, value $537,724.

    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 12,249 shares
    Change vs previous 13F +2,096 shares

    0.14% of the 13F portfolio, value $513,858.

    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 10,153 shares
    Change vs previous 13F -27,175 shares

    0.12% of the 13F portfolio, value $459,928.

    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 37,328 shares
    Change vs previous 13F +1,429 shares

    0.4% of the 13F portfolio, value $1,665,569.

    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 35,899 shares
    Change vs previous 13F -9,789 shares

    0.38% of the 13F portfolio, value $1,639,313.

    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 45,688 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,845,000.

    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).