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ICA Group Wealth Management, LLC: VHT position timeline

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

ICA Group Wealth Management, LLC held 635 VHT 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 635 shares
    Change vs previous 13F -2,878 shares

    0.1% of the 13F portfolio, value $168,911.

    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 3,513 shares
    Change vs previous 13F -547 shares

    0.19% of the 13F portfolio, value $950,223.

    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 4,060 shares
    Change vs previous 13F -659 shares

    0.23% of the 13F portfolio, value $1,017,849.

    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 4,719 shares
    Change vs previous 13F -828 shares

    0.31% of the 13F portfolio, value $1,109,539.

    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 5,547 shares
    Change vs previous 13F -267 shares

    0.34% of the 13F portfolio, value $1,357,928.

    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 5,814 shares
    Change vs previous 13F -450 shares

    0.33% of the 13F portfolio, value $1,386,323.

    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 6,264 shares
    Change vs previous 13F -699 shares

    0.36% of the 13F portfolio, value $1,553,730.

    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 6,963 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,558,000.

    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).