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Disclosery

Koa Wealth Management, LLC: ICE position timeline

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

Koa Wealth Management, LLC held 14,853 ICE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,853 shares
    Change vs previous 13F +434 shares

    1.24% of the 13F portfolio, value $1,828,553.

    13F-HR 0001172661-26-002703 filed by Koa 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 14,419 shares
    Change vs previous 13F +2,086 shares

    1.64% of the 13F portfolio, value $2,267,820.

    13F-HR 0001172661-26-001567 filed by Koa 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 12,333 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,997,453.

    13F-HR 0001172661-26-000393 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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