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Icon Wealth Advisors, LLC: SBUX position timeline

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

Icon Wealth Advisors, LLC held 15,721 SBUX 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 15,721 shares
    Change vs previous 13F -2,599 shares

    0.1% of the 13F portfolio, value $1,606,507.

    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 18,320 shares
    Change vs previous 13F -17,530 shares

    0.13% of the 13F portfolio, value $1,932,778.

    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 35,850 shares
    Change vs previous 13F -2,500 shares

    0.2% of the 13F portfolio, value $3,014,712.

    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 38,350 shares
    Change vs previous 13F -5,849 shares

    0.22% of the 13F portfolio, value $3,244,378.

    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 44,199 shares
    Change vs previous 13F +18,185 shares

    0.29% of the 13F portfolio, value $4,049,917.

    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 26,014 shares
    Change vs previous 13F +17,976 shares

    0.21% of the 13F portfolio, value $2,551,730.

    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 8,038 shares
    Change vs previous 13F -13,053 shares

    0.06% of the 13F portfolio, value $733,475.

    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 21,091 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,056,151.

    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).