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Disclosery

OFC FINANCIAL PLANNING, LLC: ICSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFC FINANCIAL PLANNING, LLC on ICSH, newest first. How the timeline and the estimate are built.

OFC FINANCIAL PLANNING, LLC held 55,471 ICSH 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 55,471 shares
    Change vs previous 13F -5,909 shares

    2.49% of the 13F portfolio, value $2,805,723.

    13F-HR 0002052590-26-000004 filed by OFC FINANCIAL PLANNING, 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 61,380 shares
    Change vs previous 13F -972 shares

    3.05% of the 13F portfolio, value $3,107,056.

    13F-HR 0002052590-26-000002 filed by OFC FINANCIAL PLANNING, 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 62,352 shares
    Change vs previous 13F -6,972 shares

    2.99% of the 13F portfolio, value $3,153,764.

    13F-HR 0002052590-26-000001 filed by OFC FINANCIAL PLANNING, 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 69,324 shares
    Change vs previous 13F -11,950 shares

    3.48% of the 13F portfolio, value $3,518,193.

    13F-HR 0002052590-25-000005 filed by OFC FINANCIAL PLANNING, 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 81,274 shares
    Change vs previous 13F -5,790 shares

    4.38% of the 13F portfolio, value $4,121,405.

    13F-HR 0002052590-25-000003 filed by OFC FINANCIAL PLANNING, 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 87,064 shares
    Change vs previous 13F -11,646 shares

    4.99% of the 13F portfolio, value $4,414,145.

    13F-HR 0002052590-25-000002 filed by OFC FINANCIAL PLANNING, 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 98,710 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $4,977,945.

    13F-HR 0002052590-25-000001 filed by OFC FINANCIAL PLANNING, LLC
    Filed (acceptance time not in the bulk data set), ingested

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