ICA Group Wealth Management, LLC: XBI position timeline

ICA Group Wealth Management, LLC held 666 XBI 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 666 shares

   Change vs previous 13F -15 shares

   0.04% of the 13F portfolio, value $61,746.

   13F-HR 0001944579-24-000003 filed by ICA Group Wealth Management, LLC
   Filed 2024-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

2. period ended2024-03-31

   13F 681 shares

   Change vs previous 13F +381 shares

   0.01% of the 13F portfolio, value $64,618.

   13F-HR 0001944579-24-000002 filed by ICA Group Wealth Management, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

3. period ended2023-12-31

   13F 300 shares

   Change vs previous 13F +300 shares

   0.01% of the 13F portfolio, value $26,787.

   13F-HR 0001944579-24-000001 filed by ICA Group Wealth Management, LLC
   Filed 2024-03-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-09-30

   13F 0 shares

   Change vs previous 13F -9 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.

5. period ended2023-06-30

   13F 9 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $749.

   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).