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Disclosery

Allworth Financial LP: ICSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on ICSH, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 137,044 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,044 shares
    Change vs previous 13F -5,175 shares

    0.03% of the 13F portfolio, value $6,931,707.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 142,219 shares
    Change vs previous 13F +346 shares

    0.03% of the 13F portfolio, value $7,199,107.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 141,873 shares
    Change vs previous 13F -6,534 shares

    0.03% of the 13F portfolio, value $7,175,959.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 148,407 shares
    Change vs previous 13F +1,934 shares

    0.03% of the 13F portfolio, value $7,531,655.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 146,473 shares
    Change vs previous 13F -2,417 shares

    0.04% of the 13F portfolio, value $7,427,659.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 148,890 shares
    Change vs previous 13F +2,027 shares

    0.04% of the 13F portfolio, value $7,536,806.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 146,863 shares
    Change vs previous 13F +36,847 shares

    0.04% of the 13F portfolio, value $7,428,349.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 110,016 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,582,211.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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