Position in WTTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,578,788
+$2,946,383 QoQ
Shares Held
629,569
0.0% QoQ
Ownership
0.455%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#46
of 264 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTTR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $16,136,250 across 4 Oil & Gas Equipment & Services names. WTTR ranks #1 (78.0% of the industry book) .
All Filings in WTTR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,578,788 | 629,569 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,632,405 | 629,569 | Shares | Sole | 2026-05-12 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||