Skip to content
Disclosery

Icon Wealth Advisors, LLC: HIMU position timeline

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

Icon Wealth Advisors, LLC held 59,734 HIMU 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 59,734 shares
    Change vs previous 13F -5,416 shares

    0.18% of the 13F portfolio, value $2,974,765.

    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 65,150 shares
    Change vs previous 13F -89,528 shares

    0.21% of the 13F portfolio, value $3,166,279.

    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 154,678 shares
    Change vs previous 13F -7,429 shares

    0.5% of the 13F portfolio, value $7,529,757.

    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 162,107 shares
    Change vs previous 13F +39,311 shares

    0.54% of the 13F portfolio, value $7,974,030.

    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 122,796 shares
    Change vs previous 13F -9,450 shares

    0.43% of the 13F portfolio, value $5,971,556.

    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 132,246 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $6,550,144.

    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).