Icon Wealth Advisors, LLC: LIN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Icon Wealth Advisors, LLC on LIN, newest first. How the timeline and the estimate are built.
Icon Wealth Advisors, LLC held 4,767 LIN shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 4,767 sharesChange vs previous 13F +1,176 shares
0.15% of the 13F portfolio, value $2,473,990.
13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,591 sharesChange vs previous 13F -1,089 shares
0.12% of the 13F portfolio, value $1,812,525.
13F-HR 0001963212-26-000002 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,680 sharesChange vs previous 13F +1,170 shares
0.13% of the 13F portfolio, value $1,986,444.
13F-HR 0001963212-26-000001 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,510 sharesChange vs previous 13F -242 shares
0.11% of the 13F portfolio, value $1,667,250.
13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,752 sharesChange vs previous 13F -69 shares
0.13% of the 13F portfolio, value $1,760,363.
13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,821 sharesChange vs previous 13F +24 shares
0.15% of the 13F portfolio, value $1,779,210.
13F-HR 0001963212-25-000003 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,797 sharesChange vs previous 13F +7 shares
0.13% of the 13F portfolio, value $1,589,830.
13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 3,790 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,807,299.
13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).