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Advance Capital Management, Inc.: ICVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advance Capital Management, Inc. on ICVT, newest first. How the timeline and the estimate are built.

Advance Capital Management, Inc. held 102,709 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,709 shares
    Change vs previous 13F -7,206 shares

    0.4% of the 13F portfolio, value $12,503,841.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 109,915 shares
    Change vs previous 13F -4,878 shares

    0.42% of the 13F portfolio, value $11,188,228.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 114,793 shares
    Change vs previous 13F -1,843 shares

    0.48% of the 13F portfolio, value $11,307,091.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 116,636 shares
    Change vs previous 13F +7,537 shares

    0.51% of the 13F portfolio, value $11,669,468.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 109,099 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $9,829,820.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).