Icon Wealth Advisors, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Icon Wealth Advisors, LLC on TSM, newest first. How the timeline and the estimate are built.
Icon Wealth Advisors, LLC held 18,997 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 18,997 sharesChange vs previous 13F +439 shares
0.55% of the 13F portfolio, value $9,072,229.
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 18,558 sharesChange vs previous 13F -1,137 shares
0.47% of the 13F portfolio, value $7,308,585.
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 19,695 sharesChange vs previous 13F +7,783 shares
0.4% of the 13F portfolio, value $5,983,597.
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 11,912 sharesChange vs previous 13F +2,262 shares
0.23% of the 13F portfolio, value $3,326,902.
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 9,650 sharesChange vs previous 13F +3,994 shares
0.16% of the 13F portfolio, value $2,185,629.
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).
- period ended2025-03-3113F 5,656 sharesChange vs previous 13F -607 shares
0.08% of the 13F portfolio, value $938,896.
13F-HR 0001963212-25-000003 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 ended2024-12-3113F 6,263 sharesChange vs previous 13F +2,988 shares
0.1% of the 13F portfolio, value $1,236,820.
13F-HR 0001963212-25-000002 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 ended2024-09-3013F/A 3,275 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $568,776.
13F-HR/A 0001963212-24-000008 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).