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Icon Wealth Advisors, LLC: PAA position timeline

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

Icon Wealth Advisors, LLC held 109,102 PAA 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 109,102 shares
    Change vs previous 13F -76 shares

    0.15% of the 13F portfolio, value $2,428,605.

    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 109,178 shares
    Change vs previous 13F -933 shares

    0.16% of the 13F portfolio, value $2,471,784.

    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 110,111 shares
    Change vs previous 13F +47 shares

    0.13% of the 13F portfolio, value $1,977,607.

    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 110,064 shares
    Change vs previous 13F -897 shares

    0.13% of the 13F portfolio, value $1,877,688.

    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 110,961 shares
    Change vs previous 13F +335 shares

    0.14% of the 13F portfolio, value $2,032,801.

    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 110,626 shares
    Change vs previous 13F +1,843 shares

    0.18% of the 13F portfolio, value $2,212,515.

    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 108,783 shares
    Change vs previous 13F -1,912 shares

    0.15% of the 13F portfolio, value $1,858,007.

    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 110,695 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,922,766.

    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).