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ICA Group Wealth Management, LLC: RWR position timeline

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

ICA Group Wealth Management, LLC held 165 RWR 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 165 shares
    Change vs previous 13F -4,584 shares

    0.01% of the 13F portfolio, value $15,362.

    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 4,749 shares
    Change vs previous 13F -396 shares

    0.09% of the 13F portfolio, value $447,593.

    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 5,145 shares
    Change vs previous 13F +1,133 shares

    0.11% of the 13F portfolio, value $490,457.

    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 4,012 shares
    Change vs previous 13F +242 shares

    0.09% of the 13F portfolio, value $332,414.

    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 3,770 shares
    Change vs previous 13F +381 shares

    0.09% of the 13F portfolio, value $340,979.

    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 3,389 shares
    Change vs previous 13F +360 shares

    0.07% of the 13F portfolio, value $300,839.

    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 3,029 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $264,474.

    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).