Icon Wealth Partners, LLC
- SEC CIK
- 0001718732
- Latest filing
- Nov 14, 2023
PPLI holding history
People 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.
PPLI overviewAll 13F holders of PPLIFull Q3 2023 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −2,858−100.0% | Sold out | Holders |
| Q2 2023 | 2,858 | $179.5K | <0.1% | −402−12.3% | Reduced | Holders |
| Q1 2023 | 3,260 | $168.2K | <0.1% | – | No prior filing | Holders |
| Q3 2022 | – | – | – | – | Not filed | Holders |
| Q2 2022 | 3,922 | $298.0K | <0.1% | −806−17.0% | Reduced | Holders |
| Q1 2022 | 4,728 | $474.0K | <0.1% | +373+8.6% | Added | Holders |
| Q4 2021 | 4,355 | $569.0K | 0.1% | −961−18.1% | Reduced | Holders |
| Q3 2021 | 5,316 | $693.0K | 0.1% | +293+5.8% | Added | Holders |
| Q2 2021 | 5,023 | $774.0K | 0.1% | +5,023 | New | Holders |