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Provident Wealth Management, LLC: ICVT position timeline

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

Provident Wealth Management, LLC held 20,673 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,673 shares
    Change vs previous 13F -773 shares

    0.65% of the 13F portfolio, value $2,516,733.

    13F-HR 0001398344-26-013424 filed by Provident 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 21,446 shares
    Change vs previous 13F -211 shares

    0.66% of the 13F portfolio, value $2,182,988.

    13F-HR 0001398344-26-006673 filed by Provident 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 21,657 shares
    Change vs previous 13F -83 shares

    0.63% of the 13F portfolio, value $2,133,215.

    13F-HR 0001398344-26-001490 filed by Provident 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 21,740 shares
    Change vs previous 13F -437 shares

    0.66% of the 13F portfolio, value $2,175,087.

    13F-HR 0001398344-25-019221 filed by Provident 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 22,177 shares
    Change vs previous 13F -625 shares

    0.65% of the 13F portfolio, value $1,998,148.

    13F-HR 0001398344-25-013303 filed by Provident 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 22,802 shares
    Change vs previous 13F -1,792 shares

    0.66% of the 13F portfolio, value $1,906,475.

    13F-HR 0001398344-25-007377 filed by Provident 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 24,594 shares
    Change vs previous 13F -612 shares

    0.7% of the 13F portfolio, value $2,089,752.

    13F-HR 0001398344-25-001941 filed by Provident 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 25,206 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,108,986.

    13F-HR 0001398344-24-018917 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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