Ownership history in Integrated Wealth Concepts LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ALLETE INC (ALE). 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 | 61,181 | +7,250 | +13.4% | 0.04% | $4.1M | — |
| 2025 Q2 | ADDED | 53,931 | +3,279 | +6.5% | 0.03% | $3.5M | — |
| 2025 Q1 | REDUCED | 50,652 | -5,104 | -9.2% | 0.04% | $3.3M | — |
| 2024 Q4 | ADDED | 55,756 | +9,276 | +20.0% | 0.04% | $3.6M | — |
| 2024 Q3 | ADDED | 46,480 | +4,850 | +11.7% | 0.04% | $3.0M | — |
| 2024 Q2 | ADDED | 41,630 | +1,950 | +4.9% | 0.04% | $2.6M | — |
| 2024 Q1 | ADDED | 39,680 | +12,956 | +48.5% | 0.03% | $2.4M | — |
| 2023 Q4 | INITIATED | 26,724 | — | — | 0.03% | $1.6M | — |