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Strata Wealth Advisors, LLC: ICF position timeline

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

Strata Wealth Advisors, LLC held 17,004 ICF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,004 shares
    Change vs previous 13F -1,146 shares

    0.28% of the 13F portfolio, value $1,149,959.

    13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, 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 18,150 shares
    Change vs previous 13F +4,073 shares

    0.31% of the 13F portfolio, value $1,123,289.

    13F-HR 0001946237-26-000003 filed by Strata Wealth Advisors, 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 14,077 shares
    Change vs previous 13F +4,683 shares

    0.23% of the 13F portfolio, value $839,974.

    13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, 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 9,394 shares
    Change vs previous 13F -653 shares

    0.15% of the 13F portfolio, value $578,836.

    13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, 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 10,047 shares
    Change vs previous 13F +492 shares

    0.17% of the 13F portfolio, value $614,453.

    13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, 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 9,555 shares
    Change vs previous 13F +4,683 shares

    0.18% of the 13F portfolio, value $587,902.

    13F-HR 0001946237-25-000005 filed by Strata Wealth Advisors, 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 4,872 shares
    Change vs previous 13F +1,812 shares

    0.09% of the 13F portfolio, value $293,577.

    13F-HR 0001946237-25-000001 filed by Strata Wealth Advisors, 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 3,060 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $201,683.

    13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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