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Icon Wealth Advisors, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Icon Wealth Advisors, LLC on ACN, newest first. How the timeline and the estimate are built.

Icon Wealth Advisors, LLC held 165,465 ACN 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 165,465 shares
    Change vs previous 13F -5,851 shares

    1.24% of the 13F portfolio, value $20,590,473.

    13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, 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 171,316 shares
    Change vs previous 13F -5,235 shares

    2.01% of the 13F portfolio, value $30,881,498.

    13F-HR 0001963212-26-000002 filed by Icon Wealth Advisors, 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 176,551 shares
    Change vs previous 13F -5,471 shares

    3.16% of the 13F portfolio, value $47,360,404.

    13F-HR 0001963212-26-000001 filed by Icon Wealth Advisors, 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 182,022 shares
    Change vs previous 13F -2,130 shares

    3.04% of the 13F portfolio, value $44,886,546.

    13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, 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 184,152 shares
    Change vs previous 13F +3,324 shares

    3.92% of the 13F portfolio, value $55,041,322.

    13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, 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 180,828 shares
    Change vs previous 13F -6,216 shares

    4.64% of the 13F portfolio, value $56,425,446.

    13F-HR 0001963212-25-000003 filed by Icon Wealth Advisors, 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 187,044 shares
    Change vs previous 13F -10,011 shares

    5.41% of the 13F portfolio, value $65,800,055.

    13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, 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/A 197,055 shares
    Change vs previous 13F not available

    5.8% of the 13F portfolio, value $69,655,116.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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