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Mascagni Wealth Management, Inc.: ICVT position timeline

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

Mascagni Wealth Management, Inc. held 81,824 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,824 shares
    Change vs previous 13F +583 shares

    6.19% of the 13F portfolio, value $9,961,304.

    13F-HR 0002063074-26-000003 filed by Mascagni Wealth Management, Inc.
    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 81,241 shares
    Change vs previous 13F +6,891 shares

    5.89% of the 13F portfolio, value $8,269,568.

    13F-HR 0002063074-26-000002 filed by Mascagni Wealth Management, Inc.
    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 74,350 shares
    Change vs previous 13F +1,897 shares

    5.46% of the 13F portfolio, value $7,323,503.

    13F-HR 0002063074-26-000001 filed by Mascagni Wealth Management, Inc.
    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 72,453 shares
    Change vs previous 13F +2,783 shares

    5.6% of the 13F portfolio, value $7,248,920.

    13F-HR 0002063074-25-000007 filed by Mascagni Wealth Management, Inc.
    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 69,670 shares
    Change vs previous 13F +5,278 shares

    5.35% of the 13F portfolio, value $6,277,275.

    13F-HR 0002063074-25-000006 filed by Mascagni Wealth Management, Inc.
    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/A 64,392 shares
    Change vs previous 13F 0 shares

    5.36% of the 13F portfolio, value $5,383,819.

    13F-HR/A 0002063074-25-000004 filed by Mascagni Wealth Management, Inc.
    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/A 64,392 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $5,383,819.

    13F-HR/A 0002063074-25-000003 filed by Mascagni Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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