Icon shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Icon (ICLR) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Icon
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Quarterly reported holdings in Icon by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 18k | 175.00 |
| 2025-06-30 | $1.8M | 13k | 145.45 |
| 2025-03-31 | $1.6M | 9.4k | 174.99 |
| 2024-12-31 | $1.8M | 8.5k | 209.71 |
| 2024-09-30 | $2.0M | 7.0k | 287.31 |
| 2024-06-30 | $2.1M | 6.8k | 313.47 |
| 2024-03-31 | $2.2M | 6.6k | 335.95 |
| 2023-12-31 | $1.9M | 6.6k | 283.07 |
| 2023-09-30 | $1.7M | 6.9k | 246.25 |
| 2023-06-30 | $1.7M | 6.8k | 250.20 |
| 2023-03-31 | $1.5M | 7.1k | 213.59 |
| 2022-12-31 | $1.4M | 7.0k | 194.25 |
| 2022-09-30 | $1.2M | 6.6k | 183.83 |
| 2022-06-30 | $1.4M | 6.5k | 216.64 |
| 2022-03-31 | $1.5M | 6.3k | 243.25 |
| 2021-12-31 | $1.9M | 6.2k | 309.64 |
| 2021-09-30 | $1.6M | 6.2k | 262.02 |
| 2021-06-30 | $1.3M | 6.3k | 206.75 |
| 2021-03-31 | $1.2M | 6.2k | 196.34 |