Ownership history in Integrated Wealth Concepts LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ALLY FINANCIAL (ALLY). 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 | 37,814 | +109 | +0.3% | 0.01% | $1.5M | $38.62 |
| 2025 Q2 | REDUCED | 37,705 | -2,658 | -6.6% | 0.01% | $1.5M | $38.07 |
| 2025 Q1 | ADDED | 40,363 | +300 | +0.7% | 0.02% | $1.5M | $35.32 |
| 2024 Q4 | ADDED | 40,063 | +949 | +2.4% | 0.02% | $1.4M | $34.61 |
| 2024 Q3 | ADDED | 39,114 | +63 | +0.2% | 0.02% | $1.4M | $33.92 |
| 2024 Q2 | ADDED | 39,051 | +126 | +0.3% | 0.02% | $1.5M | $37.55 |
| 2024 Q1 | REDUCED | 38,925 | -946 | -2.4% | 0.02% | $1.6M | $38.13 |
| 2023 Q4 | ADDED | 39,871 | +22 | +0.1% | 0.02% | $1.4M | $32.54 |
| 2023 Q3 | REDUCED | 39,849 | -157 | -0.4% | 0.02% | $1.1M | $24.55 |
| 2023 Q2 | REDUCED | 40,006 | -11,273 | -22.0% | 0.02% | $1.1M | $24.61 |
As of 2025 Q4 — sorted by position size