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Disclosery

Green Ridge Wealth Planning LLC: ICLO position timeline

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

Green Ridge Wealth Planning LLC held 146,554 ICLO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 146,554 shares
    Change vs previous 13F +30,224 shares

    1.51% of the 13F portfolio, value $3,750,323.

    13F-HR 0002085853-26-001104 filed by Green Ridge Wealth Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 116,330 shares
    Change vs previous 13F +14,656 shares

    1.25% of the 13F portfolio, value $2,975,714.

    13F-HR 0002085853-26-000649 filed by Green Ridge Wealth Planning 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 101,674 shares
    Change vs previous 13F -2,160 shares

    1.36% of the 13F portfolio, value $2,593,711.

    13F-HR 0002085853-26-000332 filed by Green Ridge Wealth Planning 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 103,834 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,652,951.

    13F-HR 0002085853-26-000297 filed by Green Ridge Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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