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ICA Group Wealth Management, LLC: SDY position timeline

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

ICA Group Wealth Management, LLC held 2,484 SDY 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 2,484 shares
    Change vs previous 13F -5,572 shares

    0.19% of the 13F portfolio, value $315,902.

    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 8,056 shares
    Change vs previous 13F -35 shares

    0.21% of the 13F portfolio, value $1,057,256.

    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 8,091 shares
    Change vs previous 13F -464 shares

    0.23% of the 13F portfolio, value $1,011,120.

    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 8,555 shares
    Change vs previous 13F -298 shares

    0.28% of the 13F portfolio, value $983,946.

    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 8,853 shares
    Change vs previous 13F -167 shares

    0.27% of the 13F portfolio, value $1,085,200.

    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 9,020 shares
    Change vs previous 13F -13 shares

    0.27% of the 13F portfolio, value $1,115,819.

    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 9,033 shares
    Change vs previous 13F -2,095 shares

    0.27% of the 13F portfolio, value $1,131,369.

    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 11,128 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,241,000.

    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).