Icon Wealth Advisors, LLC: IDEF position timeline

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

Icon Wealth Advisors, LLC held 562,235 IDEF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 562,235 shares
Change vs previous 13F +81,435 shares
1.08% of the 13F portfolio, value $17,867,836.
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).
period ended2026-03-31
13F 480,800 shares
Change vs previous 13F not available
1.01% of the 13F portfolio, value $15,595,244.
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).