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Disclosery

Howard Capital Management, LLC: ICVT position timeline

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

Howard Capital Management, LLC held 281,042 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 281,042 shares
    Change vs previous 13F +281,042 shares

    0.41% of the 13F portfolio, value $34,214,053.

    13F-HR 0001733173-26-000004 filed by Howard Capital 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 0 shares
    Change vs previous 13F -295,117 shares

    13F-HR 0001733173-26-000003 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 295,117 shares
    Change vs previous 13F -9,750 shares

    0.38% of the 13F portfolio, value $29,069,025.

    13F-HR 0001733173-26-000001 filed by Howard Capital 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 304,867 shares
    Change vs previous 13F -15,669 shares

    0.4% of the 13F portfolio, value $30,501,943.

    13F-HR 0001733173-25-000002 filed by Howard Capital 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 320,536 shares
    Change vs previous 13F -18,070 shares

    0.43% of the 13F portfolio, value $28,880,294.

    13F-HR 0001085146-25-004433 filed by Howard Capital 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 338,606 shares
    Change vs previous 13F +706 shares

    0.71% of the 13F portfolio, value $28,310,829.

    13F-HR 0001085146-25-002748 filed by Howard Capital 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 337,900 shares
    Change vs previous 13F +16,800 shares

    0.45% of the 13F portfolio, value $28,711,363.

    13F-HR 0001085146-25-000722 filed by Howard Capital 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 321,100 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $26,866,437.

    13F-HR 0001085146-24-005509 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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