Skip to content
Disclosery

ICA Group Wealth Management, LLC: QUAL position timeline

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

ICA Group Wealth Management, LLC held 621 QUAL 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 621 shares
    Change vs previous 13F -13,611 shares

    0.06% of the 13F portfolio, value $106,042.

    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 14,232 shares
    Change vs previous 13F -696 shares

    0.47% of the 13F portfolio, value $2,339,109.

    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 14,928 shares
    Change vs previous 13F +2,969 shares

    0.49% of the 13F portfolio, value $2,196,497.

    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 11,959 shares
    Change vs previous 13F -2,712 shares

    0.44% of the 13F portfolio, value $1,576,134.

    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 14,671 shares
    Change vs previous 13F +4,865 shares

    0.5% of the 13F portfolio, value $1,978,635.

    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 9,806 shares
    Change vs previous 13F -8,900 shares

    0.29% of the 13F portfolio, value $1,216,630.

    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 18,706 shares
    Change vs previous 13F -5,617 shares

    0.5% of the 13F portfolio, value $2,132,170.

    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 24,323 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,528,000.

    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).