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Icon Wealth Advisors, LLC: QLTA position timeline

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

Icon Wealth Advisors, LLC held 10,185 QLTA 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 10,185 shares
    Change vs previous 13F -2,162 shares

    0.03% of the 13F portfolio, value $483,991.

    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 12,347 shares
    Change vs previous 13F -4,955 shares

    0.04% of the 13F portfolio, value $586,359.

    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 17,302 shares
    Change vs previous 13F -12,870 shares

    0.06% of the 13F portfolio, value $832,053.

    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 30,172 shares
    Change vs previous 13F +12 shares

    0.1% of the 13F portfolio, value $1,462,437.

    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 30,160 shares
    Change vs previous 13F -170 shares

    0.1% of the 13F portfolio, value $1,442,854.

    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 30,330 shares
    Change vs previous 13F +9,724 shares

    0.12% of the 13F portfolio, value $1,441,585.

    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 20,606 shares
    Change vs previous 13F +3,300 shares

    0.08% of the 13F portfolio, value $964,155.

    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 17,306 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $850,576.

    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).