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Base Wealth Management LLC: ICSH position timeline

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

Base Wealth Management LLC held 20,940 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,940 shares
    Change vs previous 13F +3,421 shares

    0.49% of the 13F portfolio, value $1,059,126.

    13F-HR 0002083977-26-000005 filed by Base 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 ended2026-03-31
    13F 17,519 shares
    Change vs previous 13F +1,250 shares

    0.5% of the 13F portfolio, value $886,830.

    13F-HR 0002083977-26-000004 filed by Base 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 ended2025-12-31
    13F 16,269 shares
    Change vs previous 13F +2,986 shares

    0.44% of the 13F portfolio, value $822,898.

    13F-HR 0002083977-26-000002 filed by Base 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 ended2025-09-30
    13F 13,283 shares
    Change vs previous 13F +1,859 shares

    0.38% of the 13F portfolio, value $674,122.

    13F-HR 0002083977-25-000003 filed by Base 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 ended2025-06-30
    13F 11,424 shares
    Change vs previous 13F -18,141 shares

    0.37% of the 13F portfolio, value $579,317.

    13F-HR 0002083977-25-000002 filed by Base 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 ended2025-03-31
    13F 29,565 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,498,948.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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