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Icon Wealth Advisors, LLC: IWD position timeline

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

Icon Wealth Advisors, LLC held 17,347 IWD 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 17,347 shares
    Change vs previous 13F +14 shares

    0.25% of the 13F portfolio, value $4,205,532.

    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 17,333 shares
    Change vs previous 13F -1,619 shares

    0.26% of the 13F portfolio, value $3,935,835.

    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 18,952 shares
    Change vs previous 13F +1,521 shares

    0.27% of the 13F portfolio, value $3,986,505.

    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 17,431 shares
    Change vs previous 13F +379 shares

    0.24% of the 13F portfolio, value $3,548,724.

    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 17,052 shares
    Change vs previous 13F +20 shares

    0.24% of the 13F portfolio, value $3,311,966.

    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 17,032 shares
    Change vs previous 13F +2,765 shares

    0.26% of the 13F portfolio, value $3,204,747.

    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 14,267 shares
    Change vs previous 13F -24 shares

    0.22% of the 13F portfolio, value $2,641,258.

    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 14,291 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,712,373.

    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).