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ICA Group Wealth Management, LLC: XLF position timeline

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

ICA Group Wealth Management, LLC held 6,233 XLF 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 6,233 shares
    Change vs previous 13F -11,351 shares

    0.15% of the 13F portfolio, value $256,242.

    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 17,584 shares
    Change vs previous 13F +1,474 shares

    0.15% of the 13F portfolio, value $740,629.

    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 16,110 shares
    Change vs previous 13F +1,195 shares

    0.14% of the 13F portfolio, value $605,739.

    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 14,915 shares
    Change vs previous 13F +841 shares

    0.14% of the 13F portfolio, value $494,652.

    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 14,074 shares
    Change vs previous 13F +1,693 shares

    0.12% of the 13F portfolio, value $474,435.

    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 12,381 shares
    Change vs previous 13F -34,898 shares

    0.09% of the 13F portfolio, value $398,058.

    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 47,279 shares
    Change vs previous 13F +28,053 shares

    0.38% of the 13F portfolio, value $1,616,943.

    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 19,226 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $584,000.

    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).