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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

  1. period ended2026-06-30
    13F 135,865 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 138,865 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 142,481 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 142,481 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 143,847 shares
    Change 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), ingested

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