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ICA Group Wealth Management, LLC: XCHYX position timeline

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

ICA Group Wealth Management, LLC held 114,579 XCHYX 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 114,579 shares
    Change vs previous 13F -4,317 shares

    0.77% of the 13F portfolio, value $1,278,704.

    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 118,896 shares
    Change vs previous 13F -5,486 shares

    0.28% of the 13F portfolio, value $1,404,162.

    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 124,382 shares
    Change vs previous 13F +11,757 shares

    0.32% of the 13F portfolio, value $1,426,661.

    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 112,625 shares
    Change vs previous 13F -2,979 shares

    0.35% of the 13F portfolio, value $1,255,557.

    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 115,604 shares
    Change vs previous 13F -55 shares

    0.33% of the 13F portfolio, value $1,298,234.

    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 115,659 shares
    Change vs previous 13F +149 shares

    0.3% of the 13F portfolio, value $1,262,995.

    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 115,510 shares
    Change vs previous 13F -18,199 shares

    0.29% of the 13F portfolio, value $1,239,515.

    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 133,709 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,349,000.

    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).