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Icon Wealth Advisors, LLC: TRGP position timeline

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

Icon Wealth Advisors, LLC held 20,424 TRGP 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 20,424 shares
    Change vs previous 13F +170 shares

    0.33% of the 13F portfolio, value $5,476,382.

    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 20,254 shares
    Change vs previous 13F +605 shares

    0.33% of the 13F portfolio, value $5,066,348.

    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 19,649 shares
    Change vs previous 13F +3,797 shares

    0.24% of the 13F portfolio, value $3,625,318.

    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 15,852 shares
    Change vs previous 13F +3,374 shares

    0.18% of the 13F portfolio, value $2,655,925.

    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 12,478 shares
    Change vs previous 13F -447 shares

    0.15% of the 13F portfolio, value $2,172,254.

    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 12,925 shares
    Change vs previous 13F -34 shares

    0.21% of the 13F portfolio, value $2,591,171.

    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 12,959 shares
    Change vs previous 13F -143 shares

    0.19% of the 13F portfolio, value $2,313,267.

    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 13,102 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,939,298.

    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).