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ICA Group Wealth Management, LLC: MOAT position timeline

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

ICA Group Wealth Management, LLC held 202 MOAT 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 202 shares
    Change vs previous 13F -11,795 shares

    0.01% of the 13F portfolio, value $17,495.

    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 11,997 shares
    Change vs previous 13F +3,928 shares

    0.22% of the 13F portfolio, value $1,078,530.

    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 8,069 shares
    Change vs previous 13F +2,441 shares

    0.15% of the 13F portfolio, value $684,814.

    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 5,628 shares
    Change vs previous 13F +2,355 shares

    0.12% of the 13F portfolio, value $426,828.

    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 3,273 shares
    Change vs previous 13F +2,073 shares

    0.07% of the 13F portfolio, value $261,152.

    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 1,200 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $88,596.

    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 1,217 shares
    Change vs previous 13F -2,408 shares

    0.02% of the 13F portfolio, value $78,995.

    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 3,625 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $217,000.

    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).