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Icon Wealth Advisors, LLC: EMLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Icon Wealth Advisors, LLC on EMLP, newest first. How the timeline and the estimate are built.

Icon Wealth Advisors, LLC held 41,170 EMLP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,170 shares
    Change vs previous 13F +167 shares

    0.11% of the 13F portfolio, value $1,790,889.

    13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,003 shares
    Change vs previous 13F +160 shares

    0.12% of the 13F portfolio, value $1,799,187.

    13F-HR 0001963212-26-000002 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,843 shares
    Change vs previous 13F +177 shares

    0.1% of the 13F portfolio, value $1,546,759.

    13F-HR 0001963212-26-000001 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,666 shares
    Change vs previous 13F +133 shares

    0.11% of the 13F portfolio, value $1,557,112.

    13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,533 shares
    Change vs previous 13F +238 shares

    0.11% of the 13F portfolio, value $1,520,397.

    13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,295 shares
    Change vs previous 13F +182 shares

    0.12% of the 13F portfolio, value $1,510,674.

    13F-HR 0001963212-25-000003 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,113 shares
    Change vs previous 13F +1,633 shares

    0.12% of the 13F portfolio, value $1,430,044.

    13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 38,480 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,292,918.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).