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Disclosery

Wealth Group Ltd: ICOW position timeline

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

Wealth Group Ltd held 106,299 ICOW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 106,299 shares
    Change vs previous 13F -10,662 shares

    0.83% of the 13F portfolio, value $4,473,063.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 116,961 shares
    Change vs previous 13F -7,890 shares

    0.93% of the 13F portfolio, value $4,869,097.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 124,851 shares
    Change vs previous 13F -11,520 shares

    1.21% of the 13F portfolio, value $5,298,680.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 136,371 shares
    Change vs previous 13F -125,314 shares

    1.18% of the 13F portfolio, value $5,274,817.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 261,685 shares
    Change vs previous 13F -198,019 shares

    2.21% of the 13F portfolio, value $9,530,585.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 459,704 shares
    Change vs previous 13F -200,787 shares

    3.98% of the 13F portfolio, value $15,643,729.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 660,491 shares
    Change vs previous 13F -25,446 shares

    6.08% of the 13F portfolio, value $20,746,009.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 685,937 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $20,022,501.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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