Ownership history in Integrated Wealth Concepts LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ARBOR REALTY (ABR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 11,945 | +175 | +1.5% | 0.00% | $146K | $11.39 |
| 2025 Q2 | ADDED | 11,770 | +966 | +8.9% | 0.00% | $126K | $9.73 |
| 2025 Q1 | REDUCED | 10,804 | -1,006 | -8.5% | 0.00% | $127K | $10.39 |
| 2024 Q4 | ADDED | 11,810 | +1,272 | +12.1% | 0.00% | $164K | $11.82 |
| 2024 Q3 | REDUCED | 10,538 | -2,506 | -19.2% | 0.00% | $164K | $12.90 |
| 2024 Q2 | REDUCED | 13,044 | -5,472 | -29.6% | 0.00% | $187K | $11.53 |
| 2024 Q1 | ADDED | 18,516 | +7,149 | +62.9% | 0.00% | $245K | $10.33 |
| 2023 Q4 | REDUCED | 11,367 | -20 | -0.2% | 0.00% | $173K | $11.46 |
| 2023 Q3 | INITIATED | 11,387 | — | — | 0.00% | $173K | — |
As of 2025 Q4 — sorted by position size