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ICA Group Wealth Management, LLC: XLE position timeline

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

ICA Group Wealth Management, LLC held 2,898 XLE 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 2,898 shares
    Change vs previous 13F -8,174 shares

    0.16% of the 13F portfolio, value $264,154.

    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 11,072 shares
    Change vs previous 13F +2,479 shares

    0.21% of the 13F portfolio, value $1,045,310.

    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 8,593 shares
    Change vs previous 13F +2,880 shares

    0.16% of the 13F portfolio, value $720,432.

    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 5,713 shares
    Change vs previous 13F +683 shares

    0.15% of the 13F portfolio, value $516,382.

    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 5,030 shares
    Change vs previous 13F -356 shares

    0.1% of the 13F portfolio, value $408,283.

    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 5,386 shares
    Change vs previous 13F -1,348 shares

    0.11% of the 13F portfolio, value $446,123.

    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 6,734 shares
    Change vs previous 13F -290 shares

    0.14% of the 13F portfolio, value $589,019.

    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 7,024 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $506,000.

    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).