Icon Wealth Advisors, LLC TPYP TORTOISE NORTH AMERICAN PIPELINE FUND

Ownership history in Icon Wealth Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Icon Wealth Advisors, LLC reported TORTOISE NORTH AMERICAN PIPELINE FUND (TPYP) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.38% in 2026 Q1. The latest visible filing shows TPYP at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TPYP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Icon Wealth Advisors, LLC's position in TORTOISE NORTH AMERICAN PIPELINE FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TPYP was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Icon Wealth Advisors, LLC held TPYP — position size vs. price
% of Fund (quarterly)    TPYP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 138,865 -3,616 -2.5% 0.38% $5.9M 2026-05-12 $42.59
2025 Q4 UNCHANGED 142,481 0% 0.34% $5.0M 2026-02-13 $40.33
2025 Q3 REDUCED 142,481 -1,366 -0.9% 0.35% $5.2M 2025-11-14 $35.19
2025 Q2 INITIATED 143,847 0.37% $5.1M 2025-08-14 $34.62

FAQ About Icon Wealth Advisors, LLC and TPYP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Icon Wealth Advisors, LLC reported owning TPYP?

Icon Wealth Advisors, LLC reported TPYP across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported TPYP position in Icon Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for TPYP was 0.38% in 2026 Q1.

What is the latest reported TPYP position on this page?

The most recent filing on this page is 2026 Q1, when Icon Wealth Advisors, LLC reported 138,865 shares, equal to 0.38% of portfolio, with an estimated market value of $5.9M.

What does the chart on this TPYP ownership page compare?

The chart compares Icon Wealth Advisors, LLC's quarterly TPYP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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