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Legacy Wealth Managment, LLC/ID: ICSH position timeline

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

Legacy Wealth Managment, LLC/ID held 93,803 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,803 shares
    Change vs previous 13F -8,736 shares

    1.96% of the 13F portfolio, value $4,744,559.

    13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
    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 102,539 shares
    Change vs previous 13F -87,156 shares

    2.58% of the 13F portfolio, value $5,190,544.

    13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
    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 189,695 shares
    Change vs previous 13F +84,531 shares

    4.6% of the 13F portfolio, value $9,594,779.

    13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
    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 105,164 shares
    Change vs previous 13F +6,276 shares

    2.41% of the 13F portfolio, value $5,337,085.

    13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
    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 98,888 shares
    Change vs previous 13F -65,086 shares

    2.65% of the 13F portfolio, value $5,014,605.

    13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
    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 163,974 shares
    Change vs previous 13F +29,821 shares

    6.04% of the 13F portfolio, value $8,313,468.

    13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
    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 134,153 shares
    Change vs previous 13F +23,827 shares

    4.45% of the 13F portfolio, value $6,774,727.

    13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
    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 110,326 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $5,573,670.

    13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

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