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Icon Wealth Advisors, LLC: WMB position timeline

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

Icon Wealth Advisors, LLC held 101,494 WMB 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 101,494 shares
    Change vs previous 13F -505 shares

    0.45% of the 13F portfolio, value $7,545,041.

    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 101,999 shares
    Change vs previous 13F -521 shares

    0.49% of the 13F portfolio, value $7,478,531.

    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 102,520 shares
    Change vs previous 13F -13,867 shares

    0.41% of the 13F portfolio, value $6,162,488.

    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 116,387 shares
    Change vs previous 13F -1,012 shares

    0.5% of the 13F portfolio, value $7,373,089.

    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 117,399 shares
    Change vs previous 13F +88 shares

    0.53% of the 13F portfolio, value $7,373,823.

    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 117,311 shares
    Change vs previous 13F +986 shares

    0.58% of the 13F portfolio, value $7,010,495.

    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 116,325 shares
    Change vs previous 13F +3,653 shares

    0.52% of the 13F portfolio, value $6,295,530.

    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 112,672 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,143,486.

    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).