Skip to content
Disclosery

Icon Wealth Advisors, LLC: TSLA position timeline

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

Icon Wealth Advisors, LLC held 7,380 TSLA 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 7,380 shares
    Change vs previous 13F -4,174 shares

    0.19% of the 13F portfolio, value $3,104,152.

    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 11,554 shares
    Change vs previous 13F -221 shares

    0.28% of the 13F portfolio, value $4,307,441.

    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 11,775 shares
    Change vs previous 13F +844 shares

    0.35% of the 13F portfolio, value $5,295,810.

    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 10,931 shares
    Change vs previous 13F +3,789 shares

    0.33% of the 13F portfolio, value $4,861,265.

    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 7,142 shares
    Change vs previous 13F -1,075 shares

    0.16% of the 13F portfolio, value $2,268,580.

    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 8,217 shares
    Change vs previous 13F +2,397 shares

    0.18% of the 13F portfolio, value $2,129,543.

    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 5,820 shares
    Change vs previous 13F +289 shares

    0.19% of the 13F portfolio, value $2,350,218.

    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 5,531 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,446,976.

    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).