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Valtinson Bruner Financial Planning LLC: ICSH position timeline

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

Valtinson Bruner Financial Planning LLC held 812,880 ICSH 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 812,880 shares
    Change vs previous 13F +48,500 shares

    10.3% of the 13F portfolio, value $41,115,464.

    13F-HR 0001761450-26-000004 filed by Valtinson Bruner Financial Planning 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 764,380 shares
    Change vs previous 13F +33,311 shares

    10.63% of the 13F portfolio, value $38,692,923.

    13F-HR 0001761450-26-000002 filed by Valtinson Bruner Financial Planning 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 731,069 shares
    Change vs previous 13F +59,894 shares

    10.64% of the 13F portfolio, value $36,977,455.

    13F-HR 0001761450-26-000001 filed by Valtinson Bruner Financial Planning 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 671,175 shares
    Change vs previous 13F -96,720 shares

    10.09% of the 13F portfolio, value $34,062,118.

    13F-HR 0001761450-25-000005 filed by Valtinson Bruner Financial Planning 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 767,895 shares
    Change vs previous 13F +67,344 shares

    12.22% of the 13F portfolio, value $38,939,932.

    13F-HR 0001761450-25-000003 filed by Valtinson Bruner Financial Planning 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 700,551 shares
    Change vs previous 13F +421,925 shares

    12.01% of the 13F portfolio, value $35,517,921.

    13F-HR 0001761450-25-000002 filed by Valtinson Bruner Financial Planning 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 278,626 shares
    Change vs previous 13F +62,762 shares

    4.91% of the 13F portfolio, value $14,051,109.

    13F-HR 0001761450-25-000001 filed by Valtinson Bruner Financial Planning 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 215,864 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $10,952,939.

    13F-HR 0001761450-24-000004 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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