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ICA Group Wealth Management, LLC: RWJ position timeline

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

ICA Group Wealth Management, LLC held 3,914 RWJ 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 3,914 shares
    Change vs previous 13F -2,711 shares

    0.09% of the 13F portfolio, value $156,831.

    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 6,625 shares
    Change vs previous 13F -71 shares

    0.06% of the 13F portfolio, value $283,616.

    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 6,696 shares
    Change vs previous 13F -82,612 shares

    0.06% of the 13F portfolio, value $277,417.

    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 89,308 shares
    Change vs previous 13F +60,184 shares

    0.91% of the 13F portfolio, value $3,252,593.

    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 29,124 shares
    Change vs previous 13F +1,416 shares

    0.83% of the 13F portfolio, value $3,303,008.

    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 27,708 shares
    Change vs previous 13F +3,098 shares

    0.74% of the 13F portfolio, value $3,107,466.

    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 24,610 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,670,973.

    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).