Skip to content
Disclosery

Icon Wealth Advisors, LLC: T position timeline

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

Icon Wealth Advisors, LLC held 54,310 T 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 54,310 shares
    Change vs previous 13F +22,409 shares

    0.07% of the 13F portfolio, value $1,124,226.

    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 31,901 shares
    Change vs previous 13F -9,498 shares

    0.05% of the 13F portfolio, value $821,445.

    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 41,399 shares
    Change vs previous 13F -7,204 shares

    0.07% of the 13F portfolio, value $1,028,178.

    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 48,603 shares
    Change vs previous 13F +7,232 shares

    0.09% of the 13F portfolio, value $1,372,537.

    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 41,371 shares
    Change vs previous 13F +7,304 shares

    0.09% of the 13F portfolio, value $1,197,283.

    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 34,067 shares
    Change vs previous 13F -32,122 shares

    0.08% of the 13F portfolio, value $963,409.

    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 66,189 shares
    Change vs previous 13F +4,859 shares

    0.12% of the 13F portfolio, value $1,507,130.

    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 61,330 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,349,269.

    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).