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ICA Group Wealth Management, LLC: SPYV position timeline

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

ICA Group Wealth Management, LLC held 3,503 SPYV 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 3,503 shares
    Change vs previous 13F -88,625 shares

    0.1% of the 13F portfolio, value $170,747.

    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 92,128 shares
    Change vs previous 13F -7,374 shares

    0.92% of the 13F portfolio, value $4,615,647.

    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 99,502 shares
    Change vs previous 13F +25,724 shares

    1.03% of the 13F portfolio, value $4,639,758.

    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 73,778 shares
    Change vs previous 13F +9,353 shares

    0.86% of the 13F portfolio, value $3,043,146.

    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 64,425 shares
    Change vs previous 13F +15,239 shares

    0.7% of the 13F portfolio, value $2,783,176.

    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 49,186 shares
    Change vs previous 13F +4,418 shares

    0.48% of the 13F portfolio, value $2,002,863.

    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 44,768 shares
    Change vs previous 13F +23,551 shares

    0.41% of the 13F portfolio, value $1,744,396.

    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 21,217 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $732,000.

    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).