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Icon Wealth Advisors, LLC: ET position timeline

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

Icon Wealth Advisors, LLC held 219,117 ET 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 219,117 shares
    Change vs previous 13F -226 shares

    0.25% of the 13F portfolio, value $4,189,523.

    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 219,343 shares
    Change vs previous 13F +47,237 shares

    0.28% of the 13F portfolio, value $4,334,223.

    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 172,106 shares
    Change vs previous 13F -12,774 shares

    0.19% of the 13F portfolio, value $2,838,043.

    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 184,880 shares
    Change vs previous 13F -8,621 shares

    0.22% of the 13F portfolio, value $3,172,536.

    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 193,501 shares
    Change vs previous 13F -6,337 shares

    0.25% of the 13F portfolio, value $3,508,174.

    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 199,838 shares
    Change vs previous 13F +14,224 shares

    0.31% of the 13F portfolio, value $3,714,990.

    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 185,614 shares
    Change vs previous 13F +11,710 shares

    0.3% of the 13F portfolio, value $3,636,187.

    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 173,904 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,791,158.

    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).