TRB Wealth Management, LLC: ICSH position timeline

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

TRB Wealth Management, LLC held 75,751 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 75,751 shares
Change vs previous 13F +6,502 shares
0.51% of the 13F portfolio, value $3,831,493.
13F-HR 0001214659-26-009943 filed by TRB Wealth Management, LLC
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 69,249 shares
Change vs previous 13F not available
0.5% of the 13F portfolio, value $3,505,376.
13F-HR 0001214659-26-006187 filed by TRB Wealth Management, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).