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BOK Financial Private Wealth, Inc.: ICSH position timeline

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

BOK Financial Private Wealth, Inc. held 2,097,755 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,097,755 shares
    Change vs previous 13F +2,021,916 shares

    5.44% of the 13F portfolio, value $106,104,455.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, 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 75,839 shares
    Change vs previous 13F -3,502 shares

    0.23% of the 13F portfolio, value $3,838,969.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, 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 79,341 shares
    Change vs previous 13F -7,601 shares

    0.25% of the 13F portfolio, value $4,013,067.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, 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 86,942 shares
    Change vs previous 13F +866 shares

    0.28% of the 13F portfolio, value $4,412,305.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, 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 86,076 shares
    Change vs previous 13F -1,631 shares

    0.29% of the 13F portfolio, value $4,364,938.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 87,707 shares
    Change vs previous 13F -12,746 shares

    0.33% of the 13F portfolio, value $4,446,720.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 100,453 shares
    Change vs previous 13F -75,179 shares

    0.37% of the 13F portfolio, value $5,065,820.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 175,632 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $8,911,563.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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