Icon Wealth Advisors, LLC: CTVA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Icon Wealth Advisors, LLC on CTVA, newest first. How the timeline and the estimate are built.
Icon Wealth Advisors, LLC held 0 CTVA shares at 2025-03-31 per its 13F-HR filed 2025-05-15.
the latest 13F is the newest step
- period ended2025-03-3113F 0 sharesChange vs previous 13F -7,559 shares
13F-HR 0001963212-25-000003 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 7,559 sharesChange vs previous 13F +75 shares
0.04% of the 13F portfolio, value $430,554.
13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 7,484 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $439,973.
13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).