Boulder Wealth Advisors, LLC: ICSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boulder Wealth Advisors, LLC on ICSH, newest first. How the timeline and the estimate are built.
Boulder Wealth Advisors, LLC held 0 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -221,346 shares
13F-HR 0001986152-26-000115 filed by Boulder Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 221,346 sharesChange vs previous 13F +221,346 shares
4.47% of the 13F portfolio, value $11,204,535.
13F-HR 0001986152-26-000077 filed by Boulder Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -40,709 shares
13F-HR 0001986152-26-000010 filed by Boulder Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 40,709 sharesChange vs previous 13F -169,504 shares
0.96% of the 13F portfolio, value $2,065,982.
13F-HR 0001986152-25-000110 filed by Boulder Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 210,213 sharesChange vs previous 13F +77,229 shares
6.2% of the 13F portfolio, value $10,657,799.
13F-HR 0001986152-25-000036 filed by Boulder Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 132,984 sharesChange vs previous 13F -14,878 shares
3.46% of the 13F portfolio, value $6,706,383.
13F-HR 0001986152-25-000022 filed by Boulder Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 147,862 sharesChange vs previous 13F not available
4.08% of the 13F portfolio, value $7,502,518.
13F-HR 0001986152-24-000057 filed by Boulder Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).