Skip to content
Disclosery

Icon Wealth Advisors, LLC: WMT position timeline

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

Icon Wealth Advisors, LLC held 42,430 WMT 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 42,430 shares
    Change vs previous 13F +9,573 shares

    0.29% of the 13F portfolio, value $4,805,630.

    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 32,857 shares
    Change vs previous 13F +6,087 shares

    0.27% of the 13F portfolio, value $4,206,024.

    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 26,770 shares
    Change vs previous 13F +3,314 shares

    0.2% of the 13F portfolio, value $2,982,519.

    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 23,456 shares
    Change vs previous 13F -1,404 shares

    0.16% of the 13F portfolio, value $2,417,333.

    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 24,860 shares
    Change vs previous 13F +5,681 shares

    0.17% of the 13F portfolio, value $2,430,808.

    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 19,179 shares
    Change vs previous 13F -1,123 shares

    0.14% of the 13F portfolio, value $1,683,762.

    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 20,302 shares
    Change vs previous 13F +2,248 shares

    0.15% of the 13F portfolio, value $1,834,263.

    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 18,054 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,457,876.

    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).