Icon Wealth Advisors, LLC: ODFL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Icon Wealth Advisors, LLC on ODFL, newest first. How the timeline and the estimate are built.
Icon Wealth Advisors, LLC held 1,640 ODFL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 1,640 sharesChange vs previous 13F +40 shares
0.02% of the 13F portfolio, value $355,229.
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 1,600 sharesChange vs previous 13F -1,275 shares
0.02% of the 13F portfolio, value $334,960.
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 2,875 sharesChange vs previous 13F -439 shares
0.03% of the 13F portfolio, value $429,916.
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 3,314 sharesChange vs previous 13F -517 shares
0.03% of the 13F portfolio, value $466,545.
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 3,831 sharesChange vs previous 13F +1,675 shares
0.04% of the 13F portfolio, value $621,771.
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 2,156 sharesChange vs previous 13F +1,064 shares
0.03% of the 13F portfolio, value $356,710.
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 1,092 sharesChange vs previous 13F -23 shares
0.02% of the 13F portfolio, value $192,629.
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 1,115 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $221,484.
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).