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Kestra Advisory Services, LLC: ICSH position timeline

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

Kestra Advisory Services, LLC held 93,104 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,104 shares
    Change vs previous 13F -25,174 shares

    0.01% of the 13F portfolio, value $4,709,216.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,970 shares
    • Kestra Advisory Services, LLC: 77,134 shares

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

  2. period ended2026-03-31
    13F 118,278 shares
    Change vs previous 13F +67,869 shares

    0.02% of the 13F portfolio, value $5,987,229.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,744 shares
    • Kestra Advisory Services, LLC: 100,534 shares

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

  3. period ended2025-12-31
    13F 50,409 shares
    Change vs previous 13F -3,723 shares

    0.01% of the 13F portfolio, value $2,549,697.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,562 shares
    • Kestra Advisory Services, LLC: 27,847 shares

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

  4. period ended2025-09-30
    13F 54,132 shares
    Change vs previous 13F -53,486 shares

    0.01% of the 13F portfolio, value $2,747,180.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,750 shares
    • Kestra Advisory Services, LLC: 22,382 shares

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

  5. period ended2025-06-30
    13F 107,618 shares
    Change vs previous 13F +55,746 shares

    0.02% of the 13F portfolio, value $5,457,320.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,764 shares
    • Kestra Advisory Services, LLC: 75,854 shares

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

  6. period ended2025-03-31
    13F 51,872 shares
    Change vs previous 13F -63,871 shares

    0.01% of the 13F portfolio, value $2,629,911.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,624 shares
    • Kestra Advisory Services, LLC: 19,248 shares

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

  7. period ended2024-12-31
    13F 115,743 shares
    Change vs previous 13F +54,843 shares

    0.02% of the 13F portfolio, value $5,836,919.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,794 shares
    • Kestra Advisory Services, LLC: 87,949 shares

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

  8. period ended2024-09-30
    13F 60,900 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,090,057.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,390 shares
    • Kestra Advisory Services, LLC: 33,510 shares

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