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Disclosery

SVB WEALTH LLC: ICSH position timeline

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

SVB WEALTH LLC held 6,751 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,751 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $341,466.

    13F-HR 0001626116-26-000003 filed by SVB WEALTH 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 6,755 shares
    Change vs previous 13F -7,003 shares

    0.02% of the 13F portfolio, value $341,938.

    13F-HR 0001626116-26-000002 filed by SVB WEALTH 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 13,758 shares
    Change vs previous 13F -25,437 shares

    0.04% of the 13F portfolio, value $695,880.

    13F-HR 0001626116-26-000001 filed by SVB WEALTH 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 39,195 shares
    Change vs previous 13F -20,271 shares

    0.11% of the 13F portfolio, value $1,989,146.

    13F-HR 0001626116-25-000005 filed by SVB WEALTH 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 59,466 shares
    Change vs previous 13F -23,035 shares

    0.16% of the 13F portfolio, value $3,015,521.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH 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 82,501 shares
    Change vs previous 13F -5,391 shares

    0.17% of the 13F portfolio, value $4,182,822.

    13F-HR 0001626116-25-000003 filed by SVB WEALTH 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 87,892 shares
    Change vs previous 13F +87,892 shares

    0.08% of the 13F portfolio, value $4,432,415.

    13F-HR 0001626116-25-000001 filed by SVB WEALTH 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001626116-24-000008 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.