Ownership history in Integrated Wealth Concepts LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in CLEAN HARBORS (CLH). 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 | 2,143 | -161 | -7.0% | 0.00% | $498K | $232.22 |
| 2025 Q2 | ADDED | 2,304 | +117 | +5.3% | 0.01% | $533K | $231.18 |
| 2025 Q1 | ADDED | 2,187 | +1,109 | +102.9% | 0.01% | $431K | $197.10 |
| 2024 Q4 | ADDED | 1,078 | +26 | +2.5% | 0.00% | $248K | $230.14 |
| 2024 Q3 | ADDED | 1,052 | +79 | +8.1% | 0.00% | $254K | $241.71 |
| 2024 Q2 | INITIATED | 973 | — | — | 0.00% | $220K | — |
As of 2025 Q4 — sorted by position size