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Icon Wealth Advisors, LLC: HIG position timeline

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

Icon Wealth Advisors, LLC held 5,037 HIG 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 5,037 shares
    Change vs previous 13F -9,331 shares

    0.04% of the 13F portfolio, value $667,512.

    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 14,368 shares
    Change vs previous 13F +116 shares

    0.13% of the 13F portfolio, value $1,963,203.

    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 14,252 shares
    Change vs previous 13F +2,885 shares

    0.13% of the 13F portfolio, value $1,964,004.

    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 11,367 shares
    Change vs previous 13F -149 shares

    0.1% of the 13F portfolio, value $1,516,200.

    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 11,516 shares
    Change vs previous 13F +2,483 shares

    0.1% of the 13F portfolio, value $1,460,980.

    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 9,033 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,117,653.

    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).