Ownership history in Integrated Wealth Concepts LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in COLGATE-PALMOLIVE (CL). 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 | REDUCED | 22,869 | -1,963 | -7.9% | 0.02% | $1.8M | $78.92 |
| 2025 Q2 | ADDED | 24,832 | +11,882 | +91.8% | 0.02% | $2.3M | $89.21 |
| 2025 Q1 | REDUCED | 12,950 | -4,319 | -25.0% | 0.01% | $1.2M | $91.45 |
| 2024 Q4 | ADDED | 17,269 | +10,584 | +158.3% | 0.02% | $1.6M | $88.22 |
| 2024 Q3 | REDUCED | 6,685 | -396 | -5.6% | 0.01% | $694K | $100.24 |
| 2024 Q2 | ADDED | 7,081 | +347 | +5.2% | 0.01% | $687K | $93.23 |
| 2024 Q1 | ADDED | 6,734 | +80 | +1.2% | 0.01% | $607K | $86.01 |
| 2023 Q4 | REDUCED | 6,654 | -4,612 | -40.9% | 0.01% | $530K | $75.69 |
| 2023 Q3 | REDUCED | 11,266 | -96 | -0.8% | 0.01% | $801K | $67.08 |
| 2023 Q2 | ADDED | 11,362 | +5,543 | +95.3% | 0.02% | $875K | $72.21 |
As of 2025 Q4 — sorted by position size