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Icon Wealth Advisors, LLC: EPD position timeline

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

Icon Wealth Advisors, LLC held 343,606 EPD 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 343,606 shares
    Change vs previous 13F -58,905 shares

    0.76% of the 13F portfolio, value $12,630,944.

    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 402,511 shares
    Change vs previous 13F -54,626 shares

    1.01% of the 13F portfolio, value $15,613,408.

    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 457,137 shares
    Change vs previous 13F -76,767 shares

    0.98% of the 13F portfolio, value $14,646,861.

    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 533,904 shares
    Change vs previous 13F -10,359 shares

    1.13% of the 13F portfolio, value $16,695,189.

    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 544,263 shares
    Change vs previous 13F +80,592 shares

    1.2% of the 13F portfolio, value $16,877,603.

    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 463,671 shares
    Change vs previous 13F -39,677 shares

    1.3% of the 13F portfolio, value $15,829,738.

    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 503,348 shares
    Change vs previous 13F -76,451 shares

    1.3% of the 13F portfolio, value $15,784,992.

    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 579,799 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $16,877,952.

    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).