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Icon Wealth Advisors, LLC: NVDA position timeline

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

Icon Wealth Advisors, LLC held 167,224 NVDA 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 167,224 shares
    Change vs previous 13F +9,554 shares

    2.01% of the 13F portfolio, value $33,459,936.

    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 157,670 shares
    Change vs previous 13F -20,949 shares

    2.14% of the 13F portfolio, value $32,992,374.

    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 178,619 shares
    Change vs previous 13F +8,529 shares

    2.23% of the 13F portfolio, value $33,484,362.

    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 170,090 shares
    Change vs previous 13F +24,292 shares

    2.15% of the 13F portfolio, value $31,735,378.

    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 145,798 shares
    Change vs previous 13F +15,109 shares

    1.64% of the 13F portfolio, value $23,034,647.

    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 130,689 shares
    Change vs previous 13F +6,656 shares

    1.17% of the 13F portfolio, value $14,164,066.

    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 124,033 shares
    Change vs previous 13F -4,221 shares

    1.37% of the 13F portfolio, value $16,656,396.

    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 128,254 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $15,575,144.

    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).