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Disclosery

Advisor OS, LLC: ICSH position timeline

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

Advisor OS, LLC held 41,343 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,343 shares
    Change vs previous 13F -119,892 shares

    0.14% of the 13F portfolio, value $2,091,142.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 161,235 shares
    Change vs previous 13F +2,613 shares

    0.59% of the 13F portfolio, value $8,161,738.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 158,622 shares
    Change vs previous 13F +180 shares

    0.65% of the 13F portfolio, value $8,023,081.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 158,442 shares
    Change vs previous 13F +13,750 shares

    0.69% of the 13F portfolio, value $8,040,953.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 144,692 shares
    Change vs previous 13F +15,836 shares

    0.72% of the 13F portfolio, value $7,337,342.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 128,856 shares
    Change vs previous 13F +3,647 shares

    0.74% of the 13F portfolio, value $6,533,010.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 125,209 shares
    Change vs previous 13F -118,752 shares

    0.73% of the 13F portfolio, value $6,314,308.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 243,961 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $12,378,589.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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