Position in SAIA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$538,242
+$89,307 QoQ
Shares Held
1,278
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#309
of 513 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAIA Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $893,466 across 2 Trucking names. SAIA ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAIA |
Saia Inc
This page
|
1,278 | $538,242 | |
| 2 | ODFL |
Old Dominion Freight Line, Inc.
|
1,640 | $355,224 |
All Filings in SAIA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,242 | 1,278 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $448,935 | 1,278 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $417,292 | 1,278 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $382,582 | 1,278 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $347,419 | 1,268 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $314,137 | 899 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $466,667 | 1,024 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $440,758 | 1,008 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $480,455 | 1,013 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $669,240 | 1,144 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $482,042 | 1,100 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||