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ICA Group Wealth Management, LLC: OTTR position timeline

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

ICA Group Wealth Management, LLC held 1,075 OTTR 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 1,075 shares
    Change vs previous 13F -4,273 shares

    0.06% of the 13F portfolio, value $94,134.

    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 5,348 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $462,083.

    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 5,348 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $454,437.

    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 5,348 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $406,037.

    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 5,348 shares
    Change vs previous 13F -12,607 shares

    0.11% of the 13F portfolio, value $422,294.

    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 17,955 shares
    Change vs previous 13F +2,631 shares

    0.31% of the 13F portfolio, value $1,297,640.

    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 15,324 shares
    Change vs previous 13F -17,031 shares

    0.21% of the 13F portfolio, value $899,687.

    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 32,355 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,990,000.

    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).