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Disclosery

ICA Group Wealth Management, LLC: VLU position timeline

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

ICA Group Wealth Management, LLC held 26,539 VLU 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 26,539 shares
    Change vs previous 13F -49,830 shares

    2.74% of the 13F portfolio, value $4,566,984.

    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 76,369 shares
    Change vs previous 13F +4,155 shares

    2.68% of the 13F portfolio, value $13,388,824.

    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 72,214 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $11,574,484.

    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).