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Disclosery

RICHARDS, MERRILL & PETERSON, INC.: INCM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RICHARDS, MERRILL & PETERSON, INC. on INCM, newest first. How the timeline and the estimate are built.

RICHARDS, MERRILL & PETERSON, INC. held 110,145 INCM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,145 shares
    Change vs previous 13F +37,400 shares

    1.01% of the 13F portfolio, value $3,178,234.

    13F-HR 0001398344-26-012209 filed by RICHARDS, MERRILL & PETERSON, 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 72,745 shares
    Change vs previous 13F +20,235 shares

    0.77% of the 13F portfolio, value $2,091,419.

    13F-HR 0001398344-26-006641 filed by RICHARDS, MERRILL & PETERSON, 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 52,510 shares
    Change vs previous 13F +20,735 shares

    0.56% of the 13F portfolio, value $1,472,380.

    13F-HR 0001398344-26-001367 filed by RICHARDS, MERRILL & PETERSON, 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 31,775 shares
    Change vs previous 13F +9,575 shares

    0.38% of the 13F portfolio, value $881,439.

    13F-HR 0001398344-25-019212 filed by RICHARDS, MERRILL & PETERSON, 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 22,200 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $600,510.

    13F-HR 0001398344-25-014237 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

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