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Disclosery

Lionsbridge Wealth Management LLC: ICOW position timeline

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

Lionsbridge Wealth Management LLC held 8,834 ICOW 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 8,834 shares
    Change vs previous 13F -551 shares

    0.36% of the 13F portfolio, value $367,759.

    13F-HR 0001800533-26-000005 filed by Lionsbridge 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 9,385 shares
    Change vs previous 13F +70 shares

    0.4% of the 13F portfolio, value $398,299.

    13F-HR 0001800533-26-000003 filed by Lionsbridge 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 9,315 shares
    Change vs previous 13F -37 shares

    0.36% of the 13F portfolio, value $360,304.

    13F-HR 0001172661-26-000311 filed by Lionsbridge 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 9,352 shares
    Change vs previous 13F +100 shares

    0.34% of the 13F portfolio, value $340,600.

    13F-HR 0001172661-25-004334 filed by Lionsbridge 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 9,252 shares
    Change vs previous 13F -168 shares

    0.31% of the 13F portfolio, value $314,846.

    13F-HR 0001172661-25-002799 filed by Lionsbridge 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 9,420 shares
    Change vs previous 13F -884 shares

    0.26% of the 13F portfolio, value $295,882.

    13F-HR 0001172661-25-001817 filed by Lionsbridge 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 10,304 shares
    Change vs previous 13F -1,298 shares

    0.25% of the 13F portfolio, value $300,774.

    13F-HR 0001172661-25-000219 filed by Lionsbridge 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 11,602 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $366,971.

    13F-HR 0001172661-24-004444 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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