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ICA Group Wealth Management, LLC: SPY position timeline

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

ICA Group Wealth Management, LLC held 13,190 SPY 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 13,190 shares
    Change vs previous 13F -6,073 shares

    4.31% of the 13F portfolio, value $7,178,164.

    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 19,263 shares
    Change vs previous 13F +496 shares

    2.02% of the 13F portfolio, value $10,075,599.

    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 18,767 shares
    Change vs previous 13F -1,350 shares

    1.99% of the 13F portfolio, value $8,920,234.

    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 20,117 shares
    Change vs previous 13F -1,020 shares

    2.42% of the 13F portfolio, value $8,599,695.

    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 21,137 shares
    Change vs previous 13F +3,883 shares

    2.35% of the 13F portfolio, value $9,369,654.

    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 17,254 shares
    Change vs previous 13F +2,279 shares

    1.68% of the 13F portfolio, value $7,063,742.

    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 14,975 shares
    Change vs previous 13F -21 shares

    1.35% of the 13F portfolio, value $5,731,093.

    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 14,996 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $5,356,000.

    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).