Icon Wealth Advisors, LLC
Holdings in BSM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $927,681 | 69,803 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $913,505 | 69,521 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,102,160 | 84,263 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,252,689 | 82,036 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,194,031 | 81,783 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,231,254 | 81,540 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,300,045 | 82,964 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $326,854 | 20,454 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $294,477 | 18,451 | Shares | Sole | 2024-02-14 |
| 2022-12-31 | $284,546 | 16,867 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $263,968 | 16,867 | Shares | Sole | 2023-01-25 |