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ICA Group Wealth Management, LLC: SWK position timeline

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

ICA Group Wealth Management, LLC held 579 SWK 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 579 shares
    Change vs previous 13F -1,682 shares

    0.03% of the 13F portfolio, value $46,294.

    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 2,261 shares
    Change vs previous 13F -313 shares

    0.04% of the 13F portfolio, value $221,384.

    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 2,574 shares
    Change vs previous 13F -240 shares

    0.06% of the 13F portfolio, value $252,512.

    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 2,814 shares
    Change vs previous 13F +595 shares

    0.07% of the 13F portfolio, value $235,195.

    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 2,219 shares
    Change vs previous 13F +1,166 shares

    0.05% of the 13F portfolio, value $207,943.

    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 1,053 shares
    Change vs previous 13F +555 shares

    0.02% of the 13F portfolio, value $84,852.

    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 498 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $37,410.

    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).