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Spectrum Planning & Advisory Services Inc.: ICVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Planning & Advisory Services Inc. on ICVT, newest first. How the timeline and the estimate are built.

Spectrum Planning & Advisory Services Inc. held 25,561 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,561 shares
    Change vs previous 13F -2,149 shares

    1.39% of the 13F portfolio, value $3,111,783.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services 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 27,710 shares
    Change vs previous 13F -1,417 shares

    1.4% of the 13F portfolio, value $2,820,643.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services 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 29,127 shares
    Change vs previous 13F +1,157 shares

    1.48% of the 13F portfolio, value $2,869,034.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services 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 27,970 shares
    Change vs previous 13F +151 shares

    1.58% of the 13F portfolio, value $2,798,387.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services 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 27,819 shares
    Change vs previous 13F +23,479 shares

    1.62% of the 13F portfolio, value $2,506,532.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services 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 4,340 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $362,845.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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