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Icon Wealth Advisors, LLC: SCM position timeline

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

Icon Wealth Advisors, LLC held 135,536 SCM 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 135,536 shares
    Change vs previous 13F +267 shares

    0.07% of the 13F portfolio, value $1,141,213.

    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 135,269 shares
    Change vs previous 13F -198 shares

    0.08% of the 13F portfolio, value $1,293,173.

    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 135,467 shares
    Change vs previous 13F +139 shares

    0.11% of the 13F portfolio, value $1,717,729.

    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 135,328 shares
    Change vs previous 13F +114 shares

    0.12% of the 13F portfolio, value $1,767,387.

    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 135,214 shares
    Change vs previous 13F +125 shares

    0.13% of the 13F portfolio, value $1,884,878.

    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 135,089 shares
    Change vs previous 13F +3,612 shares

    0.16% of the 13F portfolio, value $1,891,250.

    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 131,477 shares
    Change vs previous 13F +12 shares

    0.15% of the 13F portfolio, value $1,809,117.

    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 131,465 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,799,750.

    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).