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AVAII WEALTH MANAGEMENT, LLC: ICLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVAII WEALTH MANAGEMENT, LLC on ICLO, newest first. How the timeline and the estimate are built.

AVAII WEALTH MANAGEMENT, LLC held 27,562 ICLO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,562 shares
    Change vs previous 13F +287 shares

    0.2% of the 13F portfolio, value $705,578.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,275 shares
    Change vs previous 13F -254 shares

    0.21% of the 13F portfolio, value $697,695.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 27,529 shares
    Change vs previous 13F +2,414 shares

    0.25% of the 13F portfolio, value $702,269.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 25,115 shares
    Change vs previous 13F +5,378 shares

    0.23% of the 13F portfolio, value $641,692.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 19,737 shares
    Change vs previous 13F +4,259 shares

    0.19% of the 13F portfolio, value $505,459.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 15,478 shares
    Change vs previous 13F +5,744 shares

    0.18% of the 13F portfolio, value $395,618.

    13F-HR 0001951757-25-000828 filed by AVAII 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 ended2025-03-31
    13F/A 9,734 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $248,121.

    13F-HR/A 0001951757-25-000376 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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