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ICA Group Wealth Management, LLC: VGT position timeline

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

ICA Group Wealth Management, LLC held 5,019 VGT 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 5,019 shares
    Change vs previous 13F -10,001 shares

    1.74% of the 13F portfolio, value $2,893,928.

    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 15,020 shares
    Change vs previous 13F -949 shares

    1.58% of the 13F portfolio, value $7,875,463.

    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 15,969 shares
    Change vs previous 13F +1,463 shares

    1.72% of the 13F portfolio, value $7,728,991.

    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 14,506 shares
    Change vs previous 13F -341 shares

    1.69% of the 13F portfolio, value $6,018,614.

    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 14,847 shares
    Change vs previous 13F -2,726 shares

    1.65% of the 13F portfolio, value $6,564,514.

    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 17,573 shares
    Change vs previous 13F -1,367 shares

    1.62% of the 13F portfolio, value $6,773,742.

    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 18,940 shares
    Change vs previous 13F -2,858 shares

    1.42% of the 13F portfolio, value $6,049,714.

    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 21,798 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $6,700,000.

    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).