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Icon Wealth Partners, LLC

SEC CIK
0001718732
Latest filing
Nov 14, 2023

ESTE holding history

Earthstone Energy Inc 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.

ESTE overviewAll 13F holders of ESTEFull Q3 2023 holdings

Shares (Q3 2023)
100,000
Value
$2.02M
% of portfolio
0.2%
Quarters held
3
Since Q1 2023
Holdings of ESTE by Icon Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2023100,000$2.02M0.2%00.0%UnchangedHolders
Q2 2023100,000$1.43M0.2%00.0%UnchangedHolders
Q1 2023100,000$1.30M0.1%–No prior filingHolders