Skip to content
Disclosery

Icon Wealth Advisors, LLC: VGIT position timeline

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

Icon Wealth Advisors, LLC held 11,560 VGIT 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 11,560 shares
    Change vs previous 13F +474 shares

    0.04% of the 13F portfolio, value $681,809.

    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 11,086 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $656,624.

    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 11,086 shares
    Change vs previous 13F +391 shares

    0.04% of the 13F portfolio, value $664,384.

    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 10,695 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $642,021.

    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 10,695 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $639,668.

    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 10,695 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $635,283.

    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 10,695 shares
    Change vs previous 13F -2,201 shares

    0.05% of the 13F portfolio, value $620,310.

    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 12,896 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $779,176.

    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).