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Icon Wealth Advisors, LLC: BSM position timeline

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

Icon Wealth Advisors, LLC held 53,564 BSM 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 53,564 shares
    Change vs previous 13F -14,425 shares

    0.05% of the 13F portfolio, value $748,289.

    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 67,989 shares
    Change vs previous 13F -1,814 shares

    0.06% of the 13F portfolio, value $970,889.

    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 69,803 shares
    Change vs previous 13F +282 shares

    0.06% of the 13F portfolio, value $927,688.

    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 69,521 shares
    Change vs previous 13F -14,742 shares

    0.06% of the 13F portfolio, value $913,505.

    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 84,263 shares
    Change vs previous 13F +2,227 shares

    0.08% of the 13F portfolio, value $1,102,157.

    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 82,036 shares
    Change vs previous 13F +253 shares

    0.1% of the 13F portfolio, value $1,252,693.

    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 81,783 shares
    Change vs previous 13F +243 shares

    0.1% of the 13F portfolio, value $1,194,030.

    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 81,540 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,231,248.

    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).