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ICA Group Wealth Management, LLC: PFE position timeline

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

ICA Group Wealth Management, LLC held 8,545 PFE 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 8,545 shares
    Change vs previous 13F -15,987 shares

    0.14% of the 13F portfolio, value $239,094.

    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 24,532 shares
    Change vs previous 13F -2,769 shares

    0.14% of the 13F portfolio, value $680,768.

    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 27,301 shares
    Change vs previous 13F +4,281 shares

    0.18% of the 13F portfolio, value $786,005.

    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 23,020 shares
    Change vs previous 13F +1,171 shares

    0.21% of the 13F portfolio, value $763,899.

    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 21,849 shares
    Change vs previous 13F -21,023 shares

    0.2% of the 13F portfolio, value $801,418.

    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 42,872 shares
    Change vs previous 13F -495 shares

    0.42% of the 13F portfolio, value $1,749,178.

    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 43,367 shares
    Change vs previous 13F -32,549 shares

    0.52% of the 13F portfolio, value $2,219,192.

    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 75,916 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,322,000.

    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).