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ICA Group Wealth Management, LLC: XEL position timeline

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

ICA Group Wealth Management, LLC held 1,019 XEL 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 1,019 shares
    Change vs previous 13F -10,355 shares

    0.03% of the 13F portfolio, value $54,425.

    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 11,374 shares
    Change vs previous 13F +1,345 shares

    0.12% of the 13F portfolio, value $611,356.

    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 10,029 shares
    Change vs previous 13F +1,416 shares

    0.14% of the 13F portfolio, value $620,898.

    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 8,613 shares
    Change vs previous 13F +14 shares

    0.14% of the 13F portfolio, value $492,837.

    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 8,599 shares
    Change vs previous 13F -12,142 shares

    0.13% of the 13F portfolio, value $534,603.

    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 20,741 shares
    Change vs previous 13F -357 shares

    0.33% of the 13F portfolio, value $1,398,793.

    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 21,098 shares
    Change vs previous 13F -12,237 shares

    0.35% of the 13F portfolio, value $1,479,208.

    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 33,335 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,133,000.

    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).