Skip to main content

Icon Wealth Partners, LLC

SEC CIK
0001718732
Latest filing
Nov 14, 2023

ITW holding history

Illinois Tool Works 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.

ITW overviewAll 13F holders of ITWFull Q3 2023 holdings

Shares (Q3 2023)
7,364
Value
$1.70M
% of portfolio
0.2%
Quarters held
9
Since Q1 2021
Holdings of ITW by Icon Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20237,364$1.70M0.2%−540−6.8%ReducedHolders
Q2 20237,904$1.98M0.2%−1,971−20.0%ReducedHolders
Q1 20239,875$2.40M0.3%–No prior filingHolders
Q3 2022––––Not filedHolders
Q2 202211,603$2.12M0.3%−159−1.4%ReducedHolders
Q1 202211,762$2.46M0.2%+303+2.6%AddedHolders
Q4 202111,459$2.83M0.3%−7−0.1%ReducedHolders
Q3 202111,466$2.37M0.3%+106+0.9%AddedHolders
Q2 202111,360$2.54M0.3%+315+2.9%AddedHolders
Q1 202111,045$2.45M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.