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Icon Wealth Advisors, LLC: IVE position timeline

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

Icon Wealth Advisors, LLC held 232,242 IVE 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 232,242 shares
    Change vs previous 13F -43,141 shares

    3.18% of the 13F portfolio, value $52,732,942.

    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 275,383 shares
    Change vs previous 13F -10,233 shares

    3.95% of the 13F portfolio, value $60,834,773.

    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 285,616 shares
    Change vs previous 13F +82,017 shares

    4.04% of the 13F portfolio, value $60,570,634.

    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 203,599 shares
    Change vs previous 13F +11,068 shares

    2.85% of the 13F portfolio, value $42,045,315.

    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 192,531 shares
    Change vs previous 13F +37,823 shares

    2.68% of the 13F portfolio, value $37,624,430.

    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 154,708 shares
    Change vs previous 13F +69,031 shares

    2.43% of the 13F portfolio, value $29,484,164.

    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 85,677 shares
    Change vs previous 13F +560 shares

    1.35% of the 13F portfolio, value $16,354,112.

    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 85,117 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $16,782,436.

    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).