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Icon Wealth Advisors, LLC: OBDC position timeline

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

Icon Wealth Advisors, LLC held 75,940 OBDC 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 75,940 shares
    Change vs previous 13F +5,224 shares

    0.05% of the 13F portfolio, value $825,468.

    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 70,716 shares
    Change vs previous 13F +2,855 shares

    0.05% of the 13F portfolio, value $796,967.

    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 67,861 shares
    Change vs previous 13F +8,274 shares

    0.06% of the 13F portfolio, value $843,515.

    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 59,587 shares
    Change vs previous 13F +1,133 shares

    0.05% of the 13F portfolio, value $760,929.

    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 58,454 shares
    Change vs previous 13F +1,175 shares

    0.06% of the 13F portfolio, value $838,225.

    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 57,279 shares
    Change vs previous 13F +41,580 shares

    0.07% of the 13F portfolio, value $839,704.

    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 15,699 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $237,363.

    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 15,999 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $233,099.

    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).