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ICA Group Wealth Management, LLC: URTH position timeline

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

ICA Group Wealth Management, LLC held 20,552 URTH 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 20,552 shares
    Change vs previous 13F +1,643 shares

    1.82% of the 13F portfolio, value $3,031,157.

    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 18,909 shares
    Change vs previous 13F +1,866 shares

    0.55% of the 13F portfolio, value $2,740,107.

    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 17,043 shares
    Change vs previous 13F +2,889 shares

    0.51% of the 13F portfolio, value $2,267,044.

    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 14,154 shares
    Change vs previous 13F +2,133 shares

    0.48% of the 13F portfolio, value $1,691,547.

    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 12,021 shares
    Change vs previous 13F +2,322 shares

    0.38% of the 13F portfolio, value $1,496,847.

    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 9,699 shares
    Change vs previous 13F +820 shares

    0.27% of the 13F portfolio, value $1,141,281.

    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 8,879 shares
    Change vs previous 13F +3,516 shares

    0.24% of the 13F portfolio, value $1,038,932.

    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 5,363 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $536,000.

    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).