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StoneCrest Wealth Management, Inc.: ICSH position timeline

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

StoneCrest Wealth Management, Inc. held 42,517 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,517 shares
    Change vs previous 13F -10,788 shares

    0.69% of the 13F portfolio, value $2,150,510.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, 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 53,305 shares
    Change vs previous 13F -2,049 shares

    1.14% of the 13F portfolio, value $2,698,299.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, 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 55,354 shares
    Change vs previous 13F +1,496 shares

    1.13% of the 13F portfolio, value $2,799,805.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, 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 53,858 shares
    Change vs previous 13F +7,076 shares

    1.2% of the 13F portfolio, value $2,733,294.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, 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 46,782 shares
    Change vs previous 13F +7,272 shares

    1.13% of the 13F portfolio, value $2,372,315.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, 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 39,510 shares
    Change vs previous 13F -304 shares

    1.27% of the 13F portfolio, value $2,003,157.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, 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 39,814 shares
    Change vs previous 13F +4,857 shares

    1.31% of the 13F portfolio, value $2,007,820.

    13F-HR 0001951757-25-000029 filed by StoneCrest Wealth Management, 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 34,957 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,773,731.

    13F-HR 0001951757-24-000998 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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