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Icon Wealth Advisors, LLC: EFV position timeline

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

Icon Wealth Advisors, LLC held 367,357 EFV 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 367,357 shares
    Change vs previous 13F -269,218 shares

    1.69% of the 13F portfolio, value $28,121,170.

    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 636,575 shares
    Change vs previous 13F +16,419 shares

    3.13% of the 13F portfolio, value $48,226,926.

    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 620,156 shares
    Change vs previous 13F -33,967 shares

    2.95% of the 13F portfolio, value $44,285,398.

    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 654,123 shares
    Change vs previous 13F -78,398 shares

    3.01% of the 13F portfolio, value $44,369,187.

    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 732,521 shares
    Change vs previous 13F +222,987 shares

    3.31% of the 13F portfolio, value $46,500,420.

    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 509,534 shares
    Change vs previous 13F -83,500 shares

    2.47% of the 13F portfolio, value $30,031,959.

    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 593,034 shares
    Change vs previous 13F +29,576 shares

    2.56% of the 13F portfolio, value $31,116,505.

    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 563,458 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $32,415,730.

    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).