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ICA Group Wealth Management, LLC: PEP position timeline

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

ICA Group Wealth Management, LLC held 240 PEP 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 240 shares
    Change vs previous 13F -3,234 shares

    0.02% of the 13F portfolio, value $39,583.

    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 3,474 shares
    Change vs previous 13F -74 shares

    0.12% of the 13F portfolio, value $607,904.

    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 3,548 shares
    Change vs previous 13F -125 shares

    0.13% of the 13F portfolio, value $602,553.

    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 3,673 shares
    Change vs previous 13F +46 shares

    0.17% of the 13F portfolio, value $622,282.

    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 3,627 shares
    Change vs previous 13F -5,804 shares

    0.17% of the 13F portfolio, value $671,816.

    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 9,431 shares
    Change vs previous 13F +390 shares

    0.41% of the 13F portfolio, value $1,719,350.

    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 9,041 shares
    Change vs previous 13F -7,535 shares

    0.38% of the 13F portfolio, value $1,633,314.

    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 16,576 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,706,000.

    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).