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ICA Group Wealth Management, LLC: XLP position timeline

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

ICA Group Wealth Management, LLC held 4,187 XLP 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 4,187 shares
    Change vs previous 13F -8,361 shares

    0.19% of the 13F portfolio, value $320,642.

    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 12,548 shares
    Change vs previous 13F -643 shares

    0.19% of the 13F portfolio, value $958,163.

    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 13,191 shares
    Change vs previous 13F -111,390 shares

    0.21% of the 13F portfolio, value $950,150.

    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 124,581 shares
    Change vs previous 13F +2,812 shares

    2.41% of the 13F portfolio, value $8,572,404.

    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 121,769 shares
    Change vs previous 13F +5,564 shares

    2.26% of the 13F portfolio, value $9,031,583.

    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 116,205 shares
    Change vs previous 13F +6,100 shares

    2.07% of the 13F portfolio, value $8,681,662.

    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 110,105 shares
    Change vs previous 13F +11,125 shares

    1.93% of the 13F portfolio, value $8,208,297.

    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 98,980 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $6,605,000.

    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).