Filer Snapshot

Icon Wealth Partners, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001718732.

Entity Type

Company

Total Filings

22

Latest Filing

14 Nov 2023

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 14 Nov 2023 for CIK 0001718732.

View Source Filing
Business address
1980 Post Oak Boulevard, Suite 1300, Houston, TX, 77056
Top securities (13F)
IVV, ACN, IUSB, EFV, EFG, MUB, QUAL, ESGU, CVX, XOM, MSFT, AMZN, MBB, EPD, SPY, TFLO, AAPL, TLT, IEMG, and IWF
Fiscal year end
31 December

Quick Takeaways

  • Icon Wealth Partners, LLC is an SEC filer tracked under CIK 0001718732.
  • 22 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

What Changed

  • Latest filing: 13F-HR filed on 14 Nov 2023.
  • Report period: 30 Sep 2023.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 14 Nov 2023 for CIK 0001718732.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Icon Wealth Partners, LLC.

Latest source-backed update
13F-HR filed 14 Nov 2023
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 14 Nov 2023.
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  • Open the latest filing table or ownership context to verify what changed.

Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Icon Wealth Partners, LLC

New filing available

Latest 13F period: Q3 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Nov 2023

Page type

Filer profile

Latest period

Q3 2023

Institutional portfolio context was refreshed from a 13F filing filed on 14 Nov 2023.

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Benchmark Context

Benchmark context for this company

Icon Wealth Partners, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q3 2023. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Icon Wealth Partners, LLC has filed 22 SEC EDGAR filings since 13 Feb 2018. Common forms include 13F-HR.

Latest 13F filings

Latest Filings

Recent SEC filings for Icon Wealth Partners, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2023 30 Sep 2023 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2023 30 Jun 2023 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2023 31 Mar 2023 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2022 30 Jun 2022 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2022 31 Mar 2022 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jan 2022 31 Dec 2021 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2021 30 Sep 2021 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2021 30 Jun 2021 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2021 31 Mar 2021 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2021 31 Dec 2020 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Oct 2020 30 Sep 2020 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2020 30 Jun 2020 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2020 31 Mar 2020 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2020 31 Dec 2019 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2019 30 Sep 2019 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2019 30 Jun 2019 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2019 31 Mar 2019 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2019 31 Dec 2018 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2018 30 Sep 2018 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2018 30 Jun 2018 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2018 31 Mar 2018 028-18404
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2018 31 Dec 2017 028-18404

About this filer

Icon Wealth Partners, LLC files with the SEC under CIK 0001718732. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.