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Steward Partners Investment Advisory, LLC: ICSH position timeline

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

Steward Partners Investment Advisory, LLC held 71,820 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,820 shares
    Change vs previous 13F -7,608 shares

    0.02% of the 13F portfolio, value $3,632,656.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 79,428 shares
    Change vs previous 13F -321 shares

    0.02% of the 13F portfolio, value $4,020,645.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 79,749 shares
    Change vs previous 13F +2,310 shares

    0.02% of the 13F portfolio, value $4,033,704.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 77,439 shares
    Change vs previous 13F -1,588 shares

    0.02% of the 13F portfolio, value $3,930,029.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 79,027 shares
    Change vs previous 13F +902 shares

    0.03% of the 13F portfolio, value $4,007,459.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 78,125 shares
    Change vs previous 13F -878 shares

    0.04% of the 13F portfolio, value $3,960,938.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 79,003 shares
    Change vs previous 13F +14,147 shares

    0.04% of the 13F portfolio, value $3,984,121.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 64,856 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,290,793.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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