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ICA Group Wealth Management, LLC: MSFT position timeline

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

ICA Group Wealth Management, LLC held 3,980 MSFT 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 3,980 shares
    Change vs previous 13F -13,180 shares

    1.07% of the 13F portfolio, value $1,778,739.

    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 17,160 shares
    Change vs previous 13F +522 shares

    1.45% of the 13F portfolio, value $7,219,529.

    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 16,638 shares
    Change vs previous 13F -54 shares

    1.4% of the 13F portfolio, value $6,256,518.

    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 16,692 shares
    Change vs previous 13F -180 shares

    1.48% of the 13F portfolio, value $5,277,585.

    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 16,872 shares
    Change vs previous 13F -21,373 shares

    1.44% of the 13F portfolio, value $5,745,568.

    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 38,245 shares
    Change vs previous 13F +562 shares

    2.63% of the 13F portfolio, value $11,025,979.

    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 37,683 shares
    Change vs previous 13F -15,616 shares

    2.12% of the 13F portfolio, value $9,042,916.

    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 53,299 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $12,413,000.

    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).