Skip to content
Disclosery

Rochester Wealth Strategies, LLC: ICSH position timeline

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

Rochester Wealth Strategies, LLC held 153,381 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,381 shares
    Change vs previous 13F -260 shares

    4.29% of the 13F portfolio, value $7,758,012.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 153,641 shares
    Change vs previous 13F +14,867 shares

    4.72% of the 13F portfolio, value $7,777,295.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 138,774 shares
    Change vs previous 13F +4,476 shares

    4.41% of the 13F portfolio, value $7,019,177.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 134,298 shares
    Change vs previous 13F +19,981 shares

    4.46% of the 13F portfolio, value $6,815,621.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 114,317 shares
    Change vs previous 13F -15,232 shares

    4.16% of the 13F portfolio, value $5,797,021.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 129,549 shares
    Change vs previous 13F not available

    5.22% of the 13F portfolio, value $6,568,141.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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