Icon Wealth Advisors, LLC: TLT position timeline

Icon Wealth Advisors, LLC held 0 TLT shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -9,394 shares

   13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 9,394 shares

   Change vs previous 13F +8,142 shares

   0.06% of the 13F portfolio, value $829,050.

   13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 1,252 shares

   Change vs previous 13F -61,485 shares

   0.01% of the 13F portfolio, value $113,987.

   13F-HR 0001963212-25-000003 filed by Icon Wealth Advisors, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 62,737 shares

   Change vs previous 13F +5,830 shares

   0.45% of the 13F portfolio, value $5,478,794.

   13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F/A 56,907 shares

   Change vs previous 13F not available

   0.46% of the 13F portfolio, value $5,582,617.

   13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).