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Icon Wealth Advisors, LLC: CSGP position timeline

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

Icon Wealth Advisors, LLC held 7,217 CSGP 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 7,217 shares
    Change vs previous 13F -296 shares

    0.01% of the 13F portfolio, value $204,375.

    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 7,513 shares
    Change vs previous 13F -9,986 shares

    0.02% of the 13F portfolio, value $256,494.

    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 17,499 shares
    Change vs previous 13F -6,324 shares

    0.08% of the 13F portfolio, value $1,177,575.

    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 23,823 shares
    Change vs previous 13F -5,028 shares

    0.14% of the 13F portfolio, value $2,009,947.

    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 28,851 shares
    Change vs previous 13F +6,432 shares

    0.17% of the 13F portfolio, value $2,319,620.

    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 22,419 shares
    Change vs previous 13F -1,940 shares

    0.15% of the 13F portfolio, value $1,776,257.

    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 24,359 shares
    Change vs previous 13F +20,441 shares

    0.14% of the 13F portfolio, value $1,743,861.

    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 3,918 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $295,574.

    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).