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Sowell Financial Services LLC: ICSH position timeline

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

Sowell Financial Services LLC held 112,829 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,829 shares
    Change vs previous 13F -3,384 shares

    0.19% of the 13F portfolio, value $5,706,881.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 116,213 shares
    Change vs previous 13F -8,325 shares

    0.22% of the 13F portfolio, value $5,882,706.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 124,538 shares
    Change vs previous 13F +7,024 shares

    0.23% of the 13F portfolio, value $6,299,135.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 117,514 shares
    Change vs previous 13F +762 shares

    0.23% of the 13F portfolio, value $5,963,842.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 116,752 shares
    Change vs previous 13F +19,504 shares

    0.24% of the 13F portfolio, value $5,920,471.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 97,248 shares
    Change vs previous 13F -5,552 shares

    0.22% of the 13F portfolio, value $4,930,454.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 102,800 shares
    Change vs previous 13F +20,417 shares

    0.27% of the 13F portfolio, value $5,184,204.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 82,383 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,180,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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