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TSA Wealth Managment LLC: ICVT position timeline

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

TSA Wealth Managment LLC held 9,941 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,941 shares
    Change vs previous 13F -5,778 shares

    0.34% of the 13F portfolio, value $1,210,217.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 15,719 shares
    Change vs previous 13F -5,073 shares

    0.52% of the 13F portfolio, value $1,600,037.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 20,792 shares
    Change vs previous 13F +2,026 shares

    0.68% of the 13F portfolio, value $2,048,012.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 18,766 shares
    Change vs previous 13F +2,207 shares

    0.64% of the 13F portfolio, value $1,877,538.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 16,559 shares
    Change vs previous 13F -8,465 shares

    0.55% of the 13F portfolio, value $1,491,966.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 25,024 shares
    Change vs previous 13F +442 shares

    0.83% of the 13F portfolio, value $2,092,257.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 24,582 shares
    Change vs previous 13F +5,521 shares

    0.85% of the 13F portfolio, value $2,088,733.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 19,061 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,594,834.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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