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Disclosery

Global Financial Private Client, LLC: ICVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Financial Private Client, LLC on ICVT, newest first. How the timeline and the estimate are built.

Global Financial Private Client, LLC held 13,149 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,149 shares
    Change vs previous 13F -159 shares

    0.43% of the 13F portfolio, value $1,600,759.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 13,308 shares
    Change vs previous 13F +2,540 shares

    0.44% of the 13F portfolio, value $1,354,621.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 10,768 shares
    Change vs previous 13F -216 shares

    0.37% of the 13F portfolio, value $1,060,648.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 10,984 shares
    Change vs previous 13F -582 shares

    0.39% of the 13F portfolio, value $1,098,949.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 11,566 shares
    Change vs previous 13F +155 shares

    0.39% of the 13F portfolio, value $1,042,097.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 11,411 shares
    Change vs previous 13F -393 shares

    0.36% of the 13F portfolio, value $954,074.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, LLC
    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 11,804 shares
    Change vs previous 13F +32 shares

    0.38% of the 13F portfolio, value $1,002,986.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,772 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $984,963.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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