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ICA Group Wealth Management, LLC: SPLV position timeline

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

ICA Group Wealth Management, LLC held 450 SPLV 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 450 shares
    Change vs previous 13F -3,634 shares

    0.02% of the 13F portfolio, value $29,228.

    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 4,084 shares
    Change vs previous 13F -425 shares

    0.05% of the 13F portfolio, value $269,035.

    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 4,509 shares
    Change vs previous 13F +467 shares

    0.06% of the 13F portfolio, value $282,558.

    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 4,042 shares
    Change vs previous 13F +21 shares

    0.07% of the 13F portfolio, value $237,657.

    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 4,021 shares
    Change vs previous 13F +19 shares

    0.06% of the 13F portfolio, value $252,574.

    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 4,002 shares
    Change vs previous 13F -1,075 shares

    0.06% of the 13F portfolio, value $249,737.

    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 5,077 shares
    Change vs previous 13F -143 shares

    0.08% of the 13F portfolio, value $324,441.

    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 5,220 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $302,000.

    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).