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Icon Wealth Advisors, LLC: MUB position timeline

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

Icon Wealth Advisors, LLC held 232,862 MUB 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 232,862 shares
    Change vs previous 13F +3,066 shares

    1.51% of the 13F portfolio, value $25,060,621.

    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 229,796 shares
    Change vs previous 13F +11,578 shares

    1.6% of the 13F portfolio, value $24,597,312.

    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 218,218 shares
    Change vs previous 13F -4,902 shares

    1.56% of the 13F portfolio, value $23,373,358.

    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 223,120 shares
    Change vs previous 13F -50,446 shares

    1.61% of the 13F portfolio, value $23,760,006.

    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 273,566 shares
    Change vs previous 13F +38,286 shares

    2.04% of the 13F portfolio, value $28,582,160.

    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 235,280 shares
    Change vs previous 13F -2,627 shares

    2.04% of the 13F portfolio, value $24,807,969.

    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 237,907 shares
    Change vs previous 13F -13,941 shares

    2.09% of the 13F portfolio, value $25,349,037.

    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 251,848 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $27,358,228.

    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).