Icon Wealth Partners, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Houston, TX
CIK
0001718732
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 421 918,744 13F-HR 5/11/2023 000171873223000001 Icon Wealth Partners, LLC
Q2 2022 296 836,147 13F-HR 7/19/2022 000171873222000003 Icon Wealth Partners, LLC
Q1 2022 329 1,005,417 13F-HR 4/19/2022 000171873222000002 Icon Wealth Partners, LLC
Q4 2021 321 997,262 13F-HR 1/18/2022 000171873222000001 Icon Wealth Partners, LLC
Q3 2021 338 947,072 13F-HR 11/15/2021 000171873221000004 Icon Wealth Partners, LLC
Q2 2021 349 932,224 13F-HR 7/30/2021 000171873221000003 Icon Wealth Partners, LLC
Q1 2021 331 798,721 13F-HR 4/26/2021 000171873221000002 Icon Wealth Partners, LLC
Q4 2020 273 632,971 13F-HR 2/8/2021 000171873221000001 Icon Wealth Partners, LLC
Q3 2020 248 517,715 13F-HR 10/22/2020 000171873220000004 Icon Wealth Partners, LLC
Q2 2020 257 412,947 13F-HR 7/14/2020 000171873220000003 Icon Wealth Partners, LLC
Q1 2020 153 253,562 13F-HR 4/17/2020 000171873220000002 Icon Wealth Partners, LLC
Q4 2019 176 316,083 13F-HR 1/29/2020 000171873220000001 Icon Wealth Partners, LLC
Q3 2019 165 292,320 13F-HR 10/24/2019 000171873219000006 Icon Wealth Partners, LLC
Q2 2019 163 282,674 13F-HR 8/13/2019 000171873219000005 Icon Wealth Partners, LLC
Q1 2019 920 267,624 13F-HR 5/9/2019 000171873219000002 Icon Wealth Partners, LLC
Q4 2018 217 207,197 13F-HR 2/14/2019 000171873219000001 Icon Wealth Partners, LLC
Q3 2018 271 239,778 13F-HR 11/14/2018 000171873218000004 Icon Wealth Partners, LLC
Q2 2018 836 237,885 13F-HR 8/13/2018 000171873218000003 Icon Wealth Partners, LLC
Q1 2018 254 186,608 13F-HR 5/15/2018 000171873218000002 Icon Wealth Partners, LLC
Q4 2017 882 201,871 13F-HR 2/13/2018 000171873218000001 Icon Wealth Partners, LLC