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Horst & Graben Wealth Management LLC: ICVT position timeline

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

Horst & Graben Wealth Management LLC held 6,615 ICVT 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 6,615 shares
    Change vs previous 13F -4,663 shares

    0.1% of the 13F portfolio, value $790,044.

    13F-HR 0001754960-26-000604 filed by Horst & Graben 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 11,278 shares
    Change vs previous 13F -5,608 shares

    0.17% of the 13F portfolio, value $1,262,586.

    13F-HR 0001754960-26-000341 filed by Horst & Graben 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 16,886 shares
    Change vs previous 13F +1,069 shares

    0.25% of the 13F portfolio, value $1,663,226.

    13F-HR 0001754960-26-000124 filed by Horst & Graben 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 15,817 shares
    Change vs previous 13F +643 shares

    0.24% of the 13F portfolio, value $1,582,490.

    13F-HR 0001754960-25-000676 filed by Horst & Graben 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 15,174 shares
    Change vs previous 13F -5,045 shares

    0.23% of the 13F portfolio, value $1,367,179.

    13F-HR 0001754960-25-000489 filed by Horst & Graben 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 20,219 shares
    Change vs previous 13F +80 shares

    0.3% of the 13F portfolio, value $1,690,522.

    13F-HR 0001754960-25-000263 filed by Horst & Graben Wealth Management 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 20,139 shares
    Change vs previous 13F +6,537 shares

    0.3% of the 13F portfolio, value $1,711,229.

    13F-HR 0001754960-25-000069 filed by Horst & Graben Wealth Management 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 13,602 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,138,107.

    13F-HR 0001754960-24-000525 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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