Skip to content
Disclosery

Icon Wealth Advisors, LLC: IVV position timeline

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

Icon Wealth Advisors, LLC held 258,581 IVV 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 258,581 shares
    Change vs previous 13F +70,777 shares

    11.66% of the 13F portfolio, value $193,649,074.

    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 187,804 shares
    Change vs previous 13F +42,222 shares

    8.72% of the 13F portfolio, value $134,259,358.

    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 145,582 shares
    Change vs previous 13F +3,724 shares

    6.64% of the 13F portfolio, value $99,715,365.

    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 141,858 shares
    Change vs previous 13F -1,465 shares

    6.44% of the 13F portfolio, value $94,945,498.

    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 143,323 shares
    Change vs previous 13F -41,143 shares

    6.34% of the 13F portfolio, value $88,989,465.

    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 184,466 shares
    Change vs previous 13F -10,878 shares

    8.53% of the 13F portfolio, value $103,651,329.

    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 195,344 shares
    Change vs previous 13F -3,946 shares

    9.46% of the 13F portfolio, value $114,994,890.

    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 199,290 shares
    Change vs previous 13F not available

    9.57% of the 13F portfolio, value $114,954,417.

    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).