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Disclosery

ICW Investment Advisors LLC: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ICW Investment Advisors LLC on WEC, newest first. How the timeline and the estimate are built.

ICW Investment Advisors LLC held 15,311 WEC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,311 shares
    Change vs previous 13F +25 shares

    0.63% of the 13F portfolio, value $1,787,891.

    13F-HR 0001172661-26-003072 filed by ICW Investment Advisors 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 15,286 shares
    Change vs previous 13F +678 shares

    0.64% of the 13F portfolio, value $1,769,615.

    13F-HR 0001172661-26-001646 filed by ICW Investment Advisors 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 14,608 shares
    Change vs previous 13F +141 shares

    0.56% of the 13F portfolio, value $1,540,518.

    13F-HR 0001172661-26-000547 filed by ICW Investment Advisors 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 14,467 shares
    Change vs previous 13F +737 shares

    0.6% of the 13F portfolio, value $1,657,830.

    13F-HR 0001172661-25-004610 filed by ICW Investment Advisors 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 13,730 shares
    Change vs previous 13F +237 shares

    0.57% of the 13F portfolio, value $1,430,634.

    13F-HR 0001172661-25-003376 filed by ICW Investment Advisors 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 13,493 shares
    Change vs previous 13F +16 shares

    0.6% of the 13F portfolio, value $1,470,425.

    13F-HR 0001172661-25-002182 filed by ICW Investment Advisors 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 13,477 shares
    Change vs previous 13F +255 shares

    0.53% of the 13F portfolio, value $1,267,384.

    13F-HR 0001172661-25-000660 filed by ICW Investment Advisors 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 13,222 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,271,761.

    13F-HR 0001172661-24-004575 filed by ICW Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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