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Icon Wealth Advisors, LLC: IOT position timeline

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

Icon Wealth Advisors, LLC held 12,272 IOT 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 12,272 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $397,981.

    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 ยง4.2).