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Icon Wealth Advisors, LLC: FAUG position timeline

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

Icon Wealth Advisors, LLC held 32,291 FAUG 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 32,291 shares
    Change vs previous 13F -440 shares

    0.11% of the 13F portfolio, value $1,824,589.

    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 32,731 shares
    Change vs previous 13F -2,094 shares

    0.12% of the 13F portfolio, value $1,791,805.

    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 34,825 shares
    Change vs previous 13F -1,140 shares

    0.12% of the 13F portfolio, value $1,844,013.

    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 35,965 shares
    Change vs previous 13F -5,522 shares

    0.13% of the 13F portfolio, value $1,866,919.

    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 41,487 shares
    Change vs previous 13F -8,063 shares

    0.14% of the 13F portfolio, value $2,034,131.

    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 49,550 shares
    Change vs previous 13F +725 shares

    0.19% of the 13F portfolio, value $2,253,867.

    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 48,825 shares
    Change vs previous 13F -1,877 shares

    0.19% of the 13F portfolio, value $2,272,327.

    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 50,702 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,319,595.

    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).