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Icon Wealth Advisors, LLC: PNC position timeline

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

Icon Wealth Advisors, LLC held 22,427 PNC 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 22,427 shares
    Change vs previous 13F +1,347 shares

    0.33% of the 13F portfolio, value $5,522,008.

    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 21,080 shares
    Change vs previous 13F +8,761 shares

    0.3% of the 13F portfolio, value $4,610,365.

    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 12,319 shares
    Change vs previous 13F +406 shares

    0.17% of the 13F portfolio, value $2,552,564.

    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 11,913 shares
    Change vs previous 13F -69 shares

    0.16% of the 13F portfolio, value $2,393,738.

    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 11,982 shares
    Change vs previous 13F -1,481 shares

    0.16% of the 13F portfolio, value $2,233,691.

    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 13,463 shares
    Change vs previous 13F -2,997 shares

    0.19% of the 13F portfolio, value $2,366,392.

    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 16,460 shares
    Change vs previous 13F +49 shares

    0.26% of the 13F portfolio, value $3,174,310.

    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 16,411 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,033,621.

    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).