Icon Wealth Advisors, LLC SEC EDGAR Filings (CIK 0001963212)

SEC EDGAR filings, ownership reports, and insider transactions for Icon Wealth Advisors, LLC.

Business address
1980 Post Oak Blvd., Suite 1300, Houston, TX, 77056
Top securities (13F)
IVV, DYNF, IVE, IVW, IEMG, ACN, MSFT, EFV, IUSB, OEF, AAPL, NVDA, QUAL, TLH, AMZN, MUB, THRO, BAI, XOM, and MTUM
State of incorporation
DE
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Icon Wealth Advisors, LLC has filed 14 SEC EDGAR filings since 25 Jan 2023

Latest Filings

Recent SEC filings for Icon Wealth Advisors, LLC including 13F-HR, N-PX, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2026 31 Dec 2025 028-22756
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2025 30 Sep 2025 028-22756
N-PX Open N-PX document View SEC filing for N-PX 26 Aug 2025 30 Jun 2025 028-22756
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2025 30 Jun 2025 028-22756
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2025 31 Mar 2025 028-22756
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2025 31 Dec 2024 028-22756
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 14 Nov 2024 30 Sep 2024 028-22756
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2024 30 Sep 2024 028-22756
N-PX Open N-PX document View SEC filing for N-PX 22 Aug 2024 30 Jun 2024 028-22756
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 30 Jun 2024 028-22756
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2024 31 Mar 2024 028-22756
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2024 31 Dec 2023 028-22756
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2023 31 Dec 2022 028-22756
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2023 30 Sep 2022 028-22756

About this filer

Icon Wealth Advisors, LLC files with the SEC under CIK 0001963212. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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