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Zhang Financial LLC: ICSH position timeline

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

Zhang Financial LLC held 52,906 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,906 shares
    Change vs previous 13F -5,121 shares

    0.08% of the 13F portfolio, value $2,676,013.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 58,027 shares
    Change vs previous 13F -27,877 shares

    0.1% of the 13F portfolio, value $2,937,357.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 85,904 shares
    Change vs previous 13F +10,345 shares

    0.16% of the 13F portfolio, value $4,345,036.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 75,559 shares
    Change vs previous 13F +2,047 shares

    0.16% of the 13F portfolio, value $3,834,664.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 73,512 shares
    Change vs previous 13F +27,905 shares

    0.17% of the 13F portfolio, value $3,727,808.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 45,607 shares
    Change vs previous 13F +8,110 shares

    0.12% of the 13F portfolio, value $2,312,272.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 37,497 shares
    Change vs previous 13F +9,267 shares

    0.11% of the 13F portfolio, value $1,890,948.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 28,230 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,432,398.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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