Skip to content
Disclosery

Icon Wealth Advisors, LLC: IFRA position timeline

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

Icon Wealth Advisors, LLC held 7,901 IFRA 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 7,901 shares
    Change vs previous 13F -21 shares

    0.03% of the 13F portfolio, value $498,072.

    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 7,922 shares
    Change vs previous 13F -83 shares

    0.03% of the 13F portfolio, value $478,733.

    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 8,005 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $421,261.

    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 7,999 shares
    Change vs previous 13F -71 shares

    0.03% of the 13F portfolio, value $422,499.

    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 8,070 shares
    Change vs previous 13F -851 shares

    0.03% of the 13F portfolio, value $396,974.

    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 8,921 shares
    Change vs previous 13F -63,931 shares

    0.03% of the 13F portfolio, value $402,084.

    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).

  7. period ended2024-12-31
    13F 72,852 shares
    Change vs previous 13F -3,129 shares

    0.28% of the 13F portfolio, value $3,372,332.

    13F-HR 0001963212-25-000002 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).

  8. period ended2024-09-30
    13F/A 75,981 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,568,830.

    13F-HR/A 0001963212-24-000008 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).