APLS — APELLIS PHARMACEUTICALS

Ownership history in Integrated Wealth Concepts LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in APELLIS PHARMACEUTICALS (APLS). 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.

Peak position
0.01% (2023 Q2)
Avg. % of fund
0.0%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,190 -2,393 -19.0% 0.00% $231K $22.63
2025 Q2 ADDED 12,583 +8,716 +225.4% 0.00% $218K $17.31
2024 Q1 REDUCED 3,867 -1,129 -22.6% 0.00% $227K $58.78
2023 Q4 ADDED 4,996 +1,409 +39.3% 0.00% $299K $59.86
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    APLS price (monthly, adj. close)

Other funds also holding APLS

As of 2025 Q4 — sorted by position size

Deep Track Capital, LP 3Y 3.47% Avoro Capital Advisors LLC 3Y 7Y 3.02% SUVRETTA CAPITAL MANAGEMENT, LLC 3Y 7Y 2.13% Siren, L.L.C. 1.93% RTW INVESTMENTS, LP 3Y 7Y 1.93% Exome Asset Management LLC 1.63% Logos Global Management LP 3Y 1.52% Kynam Capital Management, LP 3Y 1.46% ORBIMED ADVISORS LLC 3Y 7Y 1.25% SPHERA FUNDS MANAGEMENT LTD. 3Y 7Y 1.22%
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