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Icon Wealth Advisors, LLC: FSK position timeline

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

Icon Wealth Advisors, LLC held 163,372 FSK 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 163,372 shares
    Change vs previous 13F -8,325 shares

    0.1% of the 13F portfolio, value $1,715,406.

    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 171,697 shares
    Change vs previous 13F +3,466 shares

    0.12% of the 13F portfolio, value $1,833,724.

    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 168,231 shares
    Change vs previous 13F +14,340 shares

    0.17% of the 13F portfolio, value $2,491,513.

    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 153,891 shares
    Change vs previous 13F -90,283 shares

    0.16% of the 13F portfolio, value $2,297,590.

    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 244,174 shares
    Change vs previous 13F +2,732 shares

    0.36% of the 13F portfolio, value $5,066,618.

    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 241,442 shares
    Change vs previous 13F +3,005 shares

    0.42% of the 13F portfolio, value $5,058,204.

    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 238,437 shares
    Change vs previous 13F +5,317 shares

    0.43% of the 13F portfolio, value $5,178,850.

    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 233,120 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,599,463.

    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).