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Icon Wealth Advisors, LLC: V position timeline

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

Icon Wealth Advisors, LLC held 25,423 V 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 25,423 shares
    Change vs previous 13F +1,112 shares

    0.53% of the 13F portfolio, value $8,722,321.

    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 24,311 shares
    Change vs previous 13F -5,784 shares

    0.53% of the 13F portfolio, value $8,140,828.

    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 30,095 shares
    Change vs previous 13F +40 shares

    0.7% of the 13F portfolio, value $10,515,336.

    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 30,055 shares
    Change vs previous 13F -4,700 shares

    0.7% of the 13F portfolio, value $10,260,262.

    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 34,755 shares
    Change vs previous 13F +3,573 shares

    0.88% of the 13F portfolio, value $12,339,786.

    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 31,182 shares
    Change vs previous 13F +159 shares

    0.9% of the 13F portfolio, value $10,927,872.

    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 31,023 shares
    Change vs previous 13F +22 shares

    0.81% of the 13F portfolio, value $9,804,596.

    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 31,001 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $8,523,669.

    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).