Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise
beta
Latest Financials
Filings:
By Category
By Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
Company Exhibits:
Indentures
Material Contracts & Credit Agreements
Plans of Reorganization
Articles and Bylaws
Underwriting Agreements
SEC Edgar
Icon Wealth Advisors, LLC
Notes
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Icon Wealth Advisors, LLC
Notes
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Icon Wealth Advisors, LLC
Notes
Support
about
terms
Icon Wealth Advisors, LLC
CIK:
0001963212
|
SEC Filings
PROXIES
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2026-08-28
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2025-08-26
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2024-08-22
OWNERSHIP
13F-HR
none
2026-08-05
13F-HR
none
2026-05-12
13F-HR
none
2026-02-13
13F-HR
none
2025-11-14
13F-HR
none
2025-08-14
13F-HR
none
2025-05-15
13F-HR
none
2025-02-14
13F-HR/A
none
2024-11-14
13F-HR
none
2024-11-12
13F-HR
none
2024-08-14
13F-HR
none
2024-05-15
13F-HR
none
2024-02-14
13F-HR
none
2023-02-14
13F-HR
none
2023-01-25