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Icon Wealth Advisors, LLC: GSBD position timeline

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

Icon Wealth Advisors, LLC held 74,489 GSBD 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 74,489 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $706,159.

    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 74,489 shares
    Change vs previous 13F +5,241 shares

    0.05% of the 13F portfolio, value $723,292.

    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 69,248 shares
    Change vs previous 13F +1,029 shares

    0.04% of the 13F portfolio, value $642,628.

    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 68,219 shares
    Change vs previous 13F +12,165 shares

    0.05% of the 13F portfolio, value $693,784.

    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 56,054 shares
    Change vs previous 13F +6,289 shares

    0.04% of the 13F portfolio, value $630,604.

    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 49,765 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $578,766.

    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).