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Icon Wealth Advisors, LLC: IXN position timeline

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

Icon Wealth Advisors, LLC held 23,977 IXN 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 23,977 shares
    Change vs previous 13F -436 shares

    0.21% of the 13F portfolio, value $3,464,174.

    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 24,413 shares
    Change vs previous 13F -646 shares

    0.19% of the 13F portfolio, value $2,913,658.

    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 25,059 shares
    Change vs previous 13F -243 shares

    0.18% of the 13F portfolio, value $2,631,214.

    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 25,302 shares
    Change vs previous 13F -248 shares

    0.18% of the 13F portfolio, value $2,611,456.

    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 25,550 shares
    Change vs previous 13F -9,020 shares

    0.17% of the 13F portfolio, value $2,359,294.

    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 34,570 shares
    Change vs previous 13F +6,990 shares

    0.22% of the 13F portfolio, value $2,618,357.

    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 27,580 shares
    Change vs previous 13F +2,534 shares

    0.19% of the 13F portfolio, value $2,337,382.

    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 25,046 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,067,063.

    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).