ICA Group Wealth Management, LLC: WSO position timeline

ICA Group Wealth Management, LLC held 0 WSO shares at 2023-09-30 per its 13F-HR filed 2023-11-13.

the latest 13F is the newest step

1. period ended2023-09-30

   13F 0 shares

   Change vs previous 13F -5 shares

   13F-HR 0001172661-23-003785 filed by ICA Group Wealth Management, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2023-06-30

   13F 5 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $1,907.

   13F-HR 0001944579-23-000003 filed by ICA Group Wealth Management, LLC
   Filed 2023-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-03-31

   13F 5 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $1,591.

   13F-HR 0001944579-23-000002 filed by ICA Group Wealth Management, LLC
   Filed 2023-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2022-12-31

   13F 5 shares

   Change vs previous 13F -1,115 shares

   <0.01% of the 13F portfolio, value $1,247.

   13F-HR 0001944579-23-000001 filed by ICA Group Wealth Management, LLC
   Filed 2023-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-09-30

   13F 1,120 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $288,000.

   13F-HR 0001944579-22-000006 filed by ICA Group Wealth Management, LLC
   Filed 2022-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).