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Icon Wealth Advisors, LLC: AMRZ position timeline

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

Icon Wealth Advisors, LLC held 13,980 AMRZ 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 13,980 shares
    Change vs previous 13F -85 shares

    0.04% of the 13F portfolio, value $745,134.

    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 14,065 shares
    Change vs previous 13F +1,415 shares

    0.05% of the 13F portfolio, value $798,470.

    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 12,650 shares
    Change vs previous 13F -3,670 shares

    0.05% of the 13F portfolio, value $684,112.

    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 16,320 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $792,010.

    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).