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Disclosery

ICA Group Wealth Management, LLC: UPST position timeline

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

ICA Group Wealth Management, LLC held 90 UPST 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 90 shares
    Change vs previous 13F -1,446 shares

    <0.01% of the 13F portfolio, value $2,123.

    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 1,536 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $41,306.

    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 1,486 shares
    Change vs previous 13F +1,486 shares

    0.01% of the 13F portfolio, value $60,718.

    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 0 shares
    Change vs previous 13F -1,726 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2023-06-30
    13F 1,726 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $61,811.

    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 1,766 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $28,067.

    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 1,766 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,347.

    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).