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Icon Wealth Advisors, LLC: BXSL position timeline

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

Icon Wealth Advisors, LLC held 76,036 BXSL 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 76,036 shares
    Change vs previous 13F -2,027 shares

    0.11% of the 13F portfolio, value $1,802,824.

    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 78,063 shares
    Change vs previous 13F -759 shares

    0.12% of the 13F portfolio, value $1,868,838.

    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 78,822 shares
    Change vs previous 13F +6,023 shares

    0.14% of the 13F portfolio, value $2,075,402.

    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 72,799 shares
    Change vs previous 13F -3,975 shares

    0.13% of the 13F portfolio, value $1,897,872.

    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 76,774 shares
    Change vs previous 13F +1,324 shares

    0.17% of the 13F portfolio, value $2,360,812.

    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 75,450 shares
    Change vs previous 13F +1,831 shares

    0.2% of the 13F portfolio, value $2,441,568.

    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 73,619 shares
    Change vs previous 13F +3,023 shares

    0.2% of the 13F portfolio, value $2,378,637.

    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 70,596 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,067,758.

    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).