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ICA Group Wealth Management, LLC: VYM position timeline

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

ICA Group Wealth Management, LLC held 4,279 VYM 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 4,279 shares
    Change vs previous 13F -10,409 shares

    0.3% of the 13F portfolio, value $507,477.

    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 14,688 shares
    Change vs previous 13F -1,493 shares

    0.36% of the 13F portfolio, value $1,777,090.

    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 16,181 shares
    Change vs previous 13F -7,329 shares

    0.4% of the 13F portfolio, value $1,806,277.

    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 23,510 shares
    Change vs previous 13F -1,401 shares

    0.68% of the 13F portfolio, value $2,429,055.

    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 24,911 shares
    Change vs previous 13F +1,923 shares

    0.66% of the 13F portfolio, value $2,642,263.

    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 22,988 shares
    Change vs previous 13F -1,299 shares

    0.58% of the 13F portfolio, value $2,425,260.

    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 24,287 shares
    Change vs previous 13F -143 shares

    0.62% of the 13F portfolio, value $2,628,123.

    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 24,430 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,318,000.

    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).