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Icon Wealth Advisors, LLC: CFR position timeline

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

Icon Wealth Advisors, LLC held 2,049 CFR 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 2,049 shares
    Change vs previous 13F +2,049 shares

    0.02% of the 13F portfolio, value $316,617.

    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 0 shares
    Change vs previous 13F -2,461 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,461 shares
    Change vs previous 13F -70 shares

    0.02% of the 13F portfolio, value $309,054.

    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 2,531 shares
    Change vs previous 13F +158 shares

    0.02% of the 13F portfolio, value $320,839.

    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 2,373 shares
    Change vs previous 13F +896 shares

    0.02% of the 13F portfolio, value $305,086.

    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 1,477 shares
    Change vs previous 13F -149 shares

    0.02% of the 13F portfolio, value $184,955.

    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 1,626 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $218,302.

    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 1,612 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $180,318.

    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).