Skip to content
Disclosery

Icon Wealth Advisors, LLC: OEF position timeline

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

Icon Wealth Advisors, LLC held 4,643 OEF 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 4,643 shares
    Change vs previous 13F -418 shares

    0.1% of the 13F portfolio, value $1,698,888.

    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 5,061 shares
    Change vs previous 13F -111,187 shares

    0.12% of the 13F portfolio, value $1,781,722.

    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 116,248 shares
    Change vs previous 13F +3,613 shares

    2.66% of the 13F portfolio, value $39,869,636.

    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 112,635 shares
    Change vs previous 13F +45,034 shares

    2.54% of the 13F portfolio, value $37,489,525.

    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 67,601 shares
    Change vs previous 13F +18,390 shares

    1.46% of the 13F portfolio, value $20,574,224.

    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 49,211 shares
    Change vs previous 13F +37,292 shares

    1.1% of the 13F portfolio, value $13,327,735.

    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 11,919 shares
    Change vs previous 13F -354 shares

    0.28% of the 13F portfolio, value $3,442,801.

    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 12,273 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,396,648.

    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).