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Icon Wealth Advisors, LLC: PR position timeline

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

Icon Wealth Advisors, LLC held 61,278 PR 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 61,278 shares
    Change vs previous 13F +3,670 shares

    0.07% of the 13F portfolio, value $1,128,128.

    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 57,608 shares
    Change vs previous 13F -6,567 shares

    0.08% of the 13F portfolio, value $1,247,213.

    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 64,175 shares
    Change vs previous 13F -74,245 shares

    0.06% of the 13F portfolio, value $894,201.

    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 138,420 shares
    Change vs previous 13F +1,841 shares

    0.12% of the 13F portfolio, value $1,771,777.

    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 136,579 shares
    Change vs previous 13F +2,692 shares

    0.13% of the 13F portfolio, value $1,860,210.

    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 133,887 shares
    Change vs previous 13F -38 shares

    0.15% of the 13F portfolio, value $1,854,335.

    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 133,925 shares
    Change vs previous 13F +3,045 shares

    0.16% of the 13F portfolio, value $1,925,837.

    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 130,880 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,781,277.

    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).