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ICA Group Wealth Management, LLC: VTV position timeline

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

ICA Group Wealth Management, LLC held 28,380 VTV 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 28,380 shares
    Change vs previous 13F -30,759 shares

    2.73% of the 13F portfolio, value $4,552,355.

    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 59,139 shares
    Change vs previous 13F -2,238 shares

    1.93% of the 13F portfolio, value $9,631,348.

    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 61,377 shares
    Change vs previous 13F +13,236 shares

    2.05% of the 13F portfolio, value $9,175,941.

    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 48,141 shares
    Change vs previous 13F -259 shares

    1.86% of the 13F portfolio, value $6,615,973.

    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 48,400 shares
    Change vs previous 13F +19,299 shares

    1.72% of the 13F portfolio, value $6,877,688.

    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 29,101 shares
    Change vs previous 13F -13,854 shares

    0.96% of the 13F portfolio, value $4,019,166.

    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 42,955 shares
    Change vs previous 13F +3,540 shares

    1.43% of the 13F portfolio, value $6,076,330.

    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 39,415 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,867,000.

    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).