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ICA Group Wealth Management, LLC: XLU position timeline

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

ICA Group Wealth Management, LLC held 18,492 XLU 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 18,492 shares
    Change vs previous 13F -522 shares

    0.76% of the 13F portfolio, value $1,260,016.

    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 19,014 shares
    Change vs previous 13F -403 shares

    0.25% of the 13F portfolio, value $1,248,242.

    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 19,417 shares
    Change vs previous 13F -3,527 shares

    0.27% of the 13F portfolio, value $1,229,716.

    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 22,944 shares
    Change vs previous 13F +487 shares

    0.36% of the 13F portfolio, value $1,292,566.

    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 22,457 shares
    Change vs previous 13F +3,040 shares

    0.37% of the 13F portfolio, value $1,469,605.

    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 19,417 shares
    Change vs previous 13F +705 shares

    0.31% of the 13F portfolio, value $1,314,350.

    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 18,712 shares
    Change vs previous 13F +10,460 shares

    0.3% of the 13F portfolio, value $1,294,000.

    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 8,252 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $541,000.

    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).