Joel Adams & Associates, Inc.: ICLN position timeline

Joel Adams & Associates, Inc. held 0 ICLN shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -11,958 shares

   13F-HR 0001951757-26-000310 filed by Joel Adams & Associates, Inc.
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

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

2. period ended2025-09-30

   13F 11,958 shares

   Change vs previous 13F 0 shares

   0.15% of the 13F portfolio, value $185,104.

   13F-HR 0001951757-25-001275 filed by Joel Adams & Associates, Inc.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 11,958 shares

   Change vs previous 13F +1,441 shares

   0.14% of the 13F portfolio, value $156,764.

   13F-HR 0001951757-25-000969 filed by Joel Adams & Associates, Inc.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 10,517 shares

   Change vs previous 13F 0 shares

   0.11% of the 13F portfolio, value $120,108.

   13F-HR 0001951757-25-000417 filed by Joel Adams & Associates, Inc.
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 10,517 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $119,687.

   13F-HR 0001951757-25-000161 filed by Joel Adams & Associates, Inc.
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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