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Disclosery

Wealth Architects, LLC: ICSH position timeline

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

Wealth Architects, LLC held 113,799 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,799 shares
    Change vs previous 13F +6,943 shares

    0.45% of the 13F portfolio, value $5,755,984.

    13F-HR 0001611518-26-000008 filed by Wealth Architects, 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 106,856 shares
    Change vs previous 13F +9,479 shares

    0.48% of the 13F portfolio, value $5,409,041.

    13F-HR 0001611518-26-000006 filed by Wealth Architects, 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 97,377 shares
    Change vs previous 13F +4,450 shares

    0.44% of the 13F portfolio, value $4,925,307.

    13F-HR 0001611518-26-000003 filed by Wealth Architects, 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 92,927 shares
    Change vs previous 13F +3,432 shares

    0.45% of the 13F portfolio, value $4,716,068.

    13F-HR 0001611518-25-000013 filed by Wealth Architects, 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 89,495 shares
    Change vs previous 13F +38,566 shares

    0.46% of the 13F portfolio, value $4,538,300.

    13F-HR 0001611518-25-000008 filed by Wealth Architects, 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/A 50,929 shares
    Change vs previous 13F +7,633 shares

    0.28% of the 13F portfolio, value $2,582,103.

    13F-HR/A 0001611518-25-000003 filed by Wealth Architects, 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 43,296 shares
    Change vs previous 13F +2,516 shares

    0.25% of the 13F portfolio, value $2,183,417.

    13F-HR 0001581794-25-000006 filed by Wealth Architects, 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 40,780 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,069,177.

    13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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