ARLP — Alliance Resource Partners LP

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 Alliance Resource Partners LP (ARLP). 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 8,347 +81 +1.0% 0.00% $211K $24.08
2025 Q2 REDUCED 8,266 -2,334 -22.0% 0.00% $216K $24.32
2025 Q1 ADDED 10,600 +145 +1.4% 0.00% $289K $24.73
2024 Q4 ADDED 10,455 +2,230 +27.1% 0.00% $275K $23.23
2024 Q3 INITIATED 8,225 — — 0.00% $206K $21.53
% of Fund (quarterly)    ARLP price (monthly, adj. close)

Other funds also holding ARLP

As of 2025 Q4 — sorted by position size

MAGNOLIA GROUP, LLC 3Y 7Y 9.89% Jackson Hole Capital Partners, LLC 3Y 7Y 8.37% Atlanta Consulting Group Advisors, LLC 6.11% Progeny 3, Inc. 3Y 7Y 4.1% Fairbanks Capital Management, Inc. 3Y 7Y 3.64% VISTA INVESTMENT PARTNERS LLC 2.21% GraniteShares Advisors LLC 3Y 1.64% MILLER VALUE PARTNERS, LLC 3Y 7Y 1.08% Pinnacle Holdings, LLC 3Y 7Y 1.02% Bienville Capital Management, LLC 3Y 7Y 0.85%
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