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ICA Group Wealth Management, LLC: TOTL position timeline

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

ICA Group Wealth Management, LLC held 2,600 TOTL 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 2,600 shares
    Change vs previous 13F -12,963 shares

    0.06% of the 13F portfolio, value $103,270.

    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 15,563 shares
    Change vs previous 13F -8,662 shares

    0.12% of the 13F portfolio, value $623,301.

    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 24,225 shares
    Change vs previous 13F -42,899 shares

    0.22% of the 13F portfolio, value $975,057.

    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 67,124 shares
    Change vs previous 13F -6,493 shares

    0.73% of the 13F portfolio, value $2,594,357.

    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 73,617 shares
    Change vs previous 13F -8,460 shares

    0.75% of the 13F portfolio, value $2,985,178.

    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 82,077 shares
    Change vs previous 13F +2,602 shares

    0.8% of the 13F portfolio, value $3,367,626.

    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 79,475 shares
    Change vs previous 13F -33,372 shares

    0.75% of the 13F portfolio, value $3,182,178.

    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 112,847 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,534,000.

    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).