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Icon Wealth Advisors, LLC: MBB position timeline

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

Icon Wealth Advisors, LLC held 151,946 MBB 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 151,946 shares
    Change vs previous 13F +14,790 shares

    0.86% of the 13F portfolio, value $14,361,980.

    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 137,156 shares
    Change vs previous 13F +6,808 shares

    0.84% of the 13F portfolio, value $12,976,309.

    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 130,348 shares
    Change vs previous 13F +2,664 shares

    0.83% of the 13F portfolio, value $12,411,749.

    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 127,684 shares
    Change vs previous 13F +6,730 shares

    0.82% of the 13F portfolio, value $12,149,092.

    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 120,954 shares
    Change vs previous 13F +9,783 shares

    0.81% of the 13F portfolio, value $11,356,363.

    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 111,171 shares
    Change vs previous 13F -29,473 shares

    0.86% of the 13F portfolio, value $10,425,624.

    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 140,644 shares
    Change vs previous 13F +4,434 shares

    1.06% of the 13F portfolio, value $12,894,233.

    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 136,210 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $13,050,238.

    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).