Icon Wealth Advisors, LLC
Holdings in WTTR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,623,065 | 629,569 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $6,730,092 | 629,569 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $5,439,476 | 629,569 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $6,610,474 | 629,569 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $8,335,493 | 629,569 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $7,007,102 | 629,569 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $3,688,054 | 344,678 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $5,810,921 | 629,569 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $4,778,428 | 629,569 | Shares | Sole | 2024-02-14 |
| 2022-12-31 | $486,726 | 52,676 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $367,151 | 52,676 | Shares | Sole | 2023-01-25 |