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AVAII WEALTH MANAGEMENT, LLC: ICSH position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 8,663 ICSH 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 8,663 shares
    Change vs previous 13F -1,174 shares

    0.13% of the 13F portfolio, value $435,425.

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

  2. period ended2026-06-30
    13F 9,837 shares
    Change vs previous 13F +69 shares

    0.15% of the 13F portfolio, value $497,574.

    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 9,768 shares
    Change vs previous 13F +2,002 shares

    0.17% of the 13F portfolio, value $494,465.

    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 7,766 shares
    Change vs previous 13F -1,297 shares

    0.14% of the 13F portfolio, value $392,805.

    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 9,063 shares
    Change vs previous 13F -2,652 shares

    0.17% of the 13F portfolio, value $459,924.

    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 11,715 shares
    Change vs previous 13F -1,371 shares

    0.26% of the 13F portfolio, value $594,057.

    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 13,086 shares
    Change vs previous 13F -84,893 shares

    0.35% of the 13F portfolio, value $663,470.

    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).

  8. period ended2024-12-31
    13F 97,979 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $4,941,058.

    13F-HR 0001951757-25-000078 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).