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Old North State Wealth Management, LLC: ICSH position timeline

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

Old North State Wealth Management, LLC held 22,226 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,226 shares
    Change vs previous 13F +4,452 shares

    0.48% of the 13F portfolio, value $1,124,659.

    13F-HR 0002041262-26-000003 filed by Old North State 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 17,774 shares
    Change vs previous 13F -1,625 shares

    0.42% of the 13F portfolio, value $900,138.

    13F-HR 0002041262-26-000002 filed by Old North State 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 19,399 shares
    Change vs previous 13F +3,806 shares

    0.46% of the 13F portfolio, value $981,665.

    13F-HR 0002041262-26-000001 filed by Old North State 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 15,593 shares
    Change vs previous 13F +80 shares

    0.37% of the 13F portfolio, value $791,787.

    13F-HR 0002041262-25-000003 filed by Old North State 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 15,513 shares
    Change vs previous 13F -3,743 shares

    0.41% of the 13F portfolio, value $787,004.

    13F-HR 0001085146-25-003879 filed by Old North State 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 19,256 shares
    Change vs previous 13F +6,151 shares

    0.54% of the 13F portfolio, value $976,758.

    13F-HR 0001085146-25-002310 filed by Old North State 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 13,105 shares
    Change vs previous 13F +848 shares

    0.37% of the 13F portfolio, value $661,158.

    13F-HR 0001085146-25-000495 filed by Old North State 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 12,257 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $621,976.

    13F-HR 0001085146-24-005204 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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