Icon Wealth Advisors, LLC: TPYP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Icon Wealth Advisors, LLC on TPYP, newest first. How the timeline and the estimate are built.
Icon Wealth Advisors, LLC held 135,865 TPYP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 135,865 sharesChange vs previous 13F -3,000 shares
0.34% of the 13F portfolio, value $5,696,815.
13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 138,865 sharesChange vs previous 13F -3,616 shares
0.38% of the 13F portfolio, value $5,878,135.
13F-HR 0001963212-26-000002 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 142,481 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $5,028,722.
13F-HR 0001963212-26-000001 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 142,481 sharesChange vs previous 13F -1,366 shares
0.35% of the 13F portfolio, value $5,193,445.
13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 143,847 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $5,139,658.
13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).