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Icon Wealth Advisors, LLC: EFG position timeline

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

Icon Wealth Advisors, LLC held 301,262 EFG 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 301,262 shares
    Change vs previous 13F +10,708 shares

    2.26% of the 13F portfolio, value $37,483,008.

    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 290,554 shares
    Change vs previous 13F +201,557 shares

    2.19% of the 13F portfolio, value $33,776,914.

    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 88,997 shares
    Change vs previous 13F -18,140 shares

    0.68% of the 13F portfolio, value $10,138,633.

    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 107,137 shares
    Change vs previous 13F -105,430 shares

    0.83% of the 13F portfolio, value $12,200,793.

    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 212,567 shares
    Change vs previous 13F +9,006 shares

    1.7% of the 13F portfolio, value $23,807,519.

    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 203,561 shares
    Change vs previous 13F -129,529 shares

    1.67% of the 13F portfolio, value $20,356,098.

    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 333,090 shares
    Change vs previous 13F +42,854 shares

    2.65% of the 13F portfolio, value $32,253,150.

    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 290,236 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $31,243,906.

    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).