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Rooted Wealth Advisors, Inc.: ICLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rooted Wealth Advisors, Inc. on ICLO, newest first. How the timeline and the estimate are built.

Rooted Wealth Advisors, Inc. held 246,958 ICLO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 246,958 shares
    Change vs previous 13F +5,644 shares

    1.55% of the 13F portfolio, value $6,317,186.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, 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 241,314 shares
    Change vs previous 13F +263 shares

    1.62% of the 13F portfolio, value $6,151,094.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, 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 241,051 shares
    Change vs previous 13F +290 shares

    1.73% of the 13F portfolio, value $6,158,853.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, 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 240,761 shares
    Change vs previous 13F +7,144 shares

    1.88% of the 13F portfolio, value $6,163,482.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, 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 233,617 shares
    Change vs previous 13F +6,728 shares

    2.07% of the 13F portfolio, value $5,987,604.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 226,889 shares
    Change vs previous 13F -11,859 shares

    2.41% of the 13F portfolio, value $5,592,814.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    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 238,748 shares
    Change vs previous 13F +4,309 shares

    2.39% of the 13F portfolio, value $6,123,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
    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 234,439 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $6,025,000.

    13F-HR 0001963732-24-000011 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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