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Icon Wealth Advisors, LLC: GOVT position timeline

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

Icon Wealth Advisors, LLC held 628,739 GOVT 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 628,739 shares
    Change vs previous 13F +64,668 shares

    0.86% of the 13F portfolio, value $14,322,669.

    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 564,071 shares
    Change vs previous 13F +502,799 shares

    0.83% of the 13F portfolio, value $12,857,998.

    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 61,272 shares
    Change vs previous 13F +2,971 shares

    0.09% of the 13F portfolio, value $1,410,797.

    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 58,301 shares
    Change vs previous 13F -16,717 shares

    0.09% of the 13F portfolio, value $1,347,911.

    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 75,018 shares
    Change vs previous 13F +4,213 shares

    0.12% of the 13F portfolio, value $1,723,921.

    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 70,805 shares
    Change vs previous 13F +1,543 shares

    0.13% of the 13F portfolio, value $1,627,443.

    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 69,262 shares
    Change vs previous 13F +3,439 shares

    0.13% of the 13F portfolio, value $1,591,651.

    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 65,823 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,543,556.

    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).