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Icon Wealth Advisors, LLC: EMXC position timeline

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

Icon Wealth Advisors, LLC held 18,718 EMXC 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 18,718 shares
    Change vs previous 13F -24 shares

    0.12% of the 13F portfolio, value $1,914,840.

    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 18,742 shares
    Change vs previous 13F -256 shares

    0.11% of the 13F portfolio, value $1,669,534.

    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 18,998 shares
    Change vs previous 13F -557 shares

    0.09% of the 13F portfolio, value $1,380,823.

    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 19,555 shares
    Change vs previous 13F -51,027 shares

    0.09% of the 13F portfolio, value $1,320,148.

    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 70,582 shares
    Change vs previous 13F -167,396 shares

    0.32% of the 13F portfolio, value $4,456,531.

    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 237,978 shares
    Change vs previous 13F -82,771 shares

    1.08% of the 13F portfolio, value $13,110,200.

    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 320,749 shares
    Change vs previous 13F +19,860 shares

    1.46% of the 13F portfolio, value $17,785,527.

    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 300,889 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $18,387,356.

    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).