Icon Wealth Partners, LLC
- SEC CIK
- 0001718732
- Latest filing
- Nov 14, 2023
DTE holding history
Dte Energy Co in every 13F filed by Icon Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DTE overviewAll 13F holders of DTEFull Q3 2023 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −2,616−100.0% | Sold out | Holders |
| Q2 2023 | 2,616 | $287.8K | <0.1% | −439−14.4% | Reduced | Holders |
| Q1 2023 | 3,055 | $334.6K | <0.1% | – | No prior filing | Holders |
| Q3 2022 | – | – | – | – | Not filed | Holders |
| Q2 2022 | 3,055 | $387.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 3,055 | $404.0K | <0.1% | +3,055 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −3,055−100.0% | Sold out | Holders |
| Q3 2021 | 3,055 | $341.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 3,055 | $396.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 3,055 | $407.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.