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Icon Wealth Advisors, LLC: IUSB position timeline

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

Icon Wealth Advisors, LLC held 1,428,625 IUSB 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 1,428,625 shares
    Change vs previous 13F +402,585 shares

    3.97% of the 13F portfolio, value $65,931,053.

    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 1,026,040 shares
    Change vs previous 13F +104,372 shares

    3.07% of the 13F portfolio, value $47,341,475.

    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 921,668 shares
    Change vs previous 13F -37,398 shares

    2.86% of the 13F portfolio, value $42,894,468.

    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 959,066 shares
    Change vs previous 13F -189,831 shares

    3.04% of the 13F portfolio, value $44,797,970.

    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 1,148,897 shares
    Change vs previous 13F -21,891 shares

    3.78% of the 13F portfolio, value $53,113,527.

    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 1,170,788 shares
    Change vs previous 13F +71,836 shares

    4.44% of the 13F portfolio, value $53,949,928.

    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 1,098,952 shares
    Change vs previous 13F -186,971 shares

    4.09% of the 13F portfolio, value $49,672,629.

    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 1,285,923 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $60,592,676.

    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).