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Icon Wealth Advisors, LLC: TLH position timeline

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

Icon Wealth Advisors, LLC held 159,156 TLH 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 159,156 shares
    Change vs previous 13F -43,708 shares

    0.96% of the 13F portfolio, value $15,971,304.

    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 202,864 shares
    Change vs previous 13F -49,052 shares

    1.31% of the 13F portfolio, value $20,241,791.

    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 251,916 shares
    Change vs previous 13F +5,566 shares

    1.71% of the 13F portfolio, value $25,612,334.

    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 246,350 shares
    Change vs previous 13F +75,143 shares

    1.72% of the 13F portfolio, value $25,371,576.

    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 171,207 shares
    Change vs previous 13F +43,146 shares

    1.24% of the 13F portfolio, value $17,394,614.

    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 128,061 shares
    Change vs previous 13F +87,303 shares

    1.09% of the 13F portfolio, value $13,286,330.

    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 40,758 shares
    Change vs previous 13F -1,855 shares

    0.33% of the 13F portfolio, value $4,057,011.

    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 42,613 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,658,873.

    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).