Icon Wealth Advisors, LLC: IAGG position timeline

Icon Wealth Advisors, LLC held 7,576 IAGG 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 7,576 shares

   Change vs previous 13F -217,796 shares

   0.02% of the 13F portfolio, value $383,325.

   13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 225,372 shares

   Change vs previous 13F +31,731 shares

   0.73% of the 13F portfolio, value $11,221,283.

   13F-HR 0001963212-26-000002 filed by Icon Wealth Advisors, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 193,641 shares

   Change vs previous 13F +8,548 shares

   0.65% of the 13F portfolio, value $9,684,007.

   13F-HR 0001963212-26-000001 filed by Icon Wealth Advisors, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 185,093 shares

   Change vs previous 13F +15,263 shares

   0.64% of the 13F portfolio, value $9,482,314.

   13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 169,830 shares

   Change vs previous 13F not available

   0.62% of the 13F portfolio, value $8,676,615.

   13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).