Ownership history in Integrated Wealth Concepts LLC · 30 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in AIR PRODUCTS (APD). 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 | 3,458 | +271 | +8.5% | 0.01% | $943K | $268.97 |
| 2025 Q2 | REDUCED | 3,187 | -163 | -4.9% | 0.01% | $899K | $276.41 |
| 2025 Q1 | REDUCED | 3,350 | -1,509 | -31.1% | 0.01% | $988K | $287.26 |
| 2024 Q4 | ADDED | 4,859 | +544 | +12.6% | 0.02% | $1.4M | $280.78 |
| 2024 Q3 | ADDED | 4,315 | +69 | +1.6% | 0.02% | $1.3M | $286.52 |
| 2024 Q2 | ADDED | 4,246 | +565 | +15.3% | 0.01% | $1.1M | $246.63 |
| 2024 Q1 | REDUCED | 3,681 | -285 | -7.2% | 0.01% | $892K | $231.54 |
| 2023 Q4 | ADDED | 3,966 | +242 | +6.5% | 0.02% | $1.1M | $259.77 |
| 2023 Q3 | ADDED | 3,724 | +292 | +8.5% | 0.02% | $1.1M | $267.17 |
| 2023 Q2 | ADDED | 3,432 | +100 | +3.0% | 0.02% | $1.0M | $280.65 |
As of 2025 Q4 — sorted by position size