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ICA Group Wealth Management, LLC: SCHD position timeline

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

ICA Group Wealth Management, LLC held 11,851 SCHD 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 11,851 shares
    Change vs previous 13F -11,586 shares

    0.55% of the 13F portfolio, value $921,574.

    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 23,437 shares
    Change vs previous 13F +641 shares

    0.38% of the 13F portfolio, value $1,889,784.

    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 22,796 shares
    Change vs previous 13F +1,517 shares

    0.39% of the 13F portfolio, value $1,735,501.

    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 21,279 shares
    Change vs previous 13F +255 shares

    0.42% of the 13F portfolio, value $1,504,482.

    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 21,024 shares
    Change vs previous 13F +296 shares

    0.38% of the 13F portfolio, value $1,526,798.

    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 20,728 shares
    Change vs previous 13F -2,475 shares

    0.36% of the 13F portfolio, value $1,516,427.

    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 23,203 shares
    Change vs previous 13F +4,098 shares

    0.41% of the 13F portfolio, value $1,752,934.

    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 19,105 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,269,000.

    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).