Icon Wealth Advisors, LLC
Holdings in SCM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,717,721 | 135,467 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,767,383 | 135,328 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,884,883 | 135,214 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $1,891,246 | 135,089 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,809,123 | 131,477 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,799,755 | 131,465 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,804,904 | 131,457 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,719,261 | 131,442 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,684,031 | 131,053 | Shares | Sole | 2024-02-14 |