Ownership history in Integrated Wealth Concepts LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in INVESCO DB (DBC). 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 | 65,215 | -2,167 | -3.2% | 0.01% | $1.5M | $21.80 |
| 2025 Q2 | ADDED | 67,382 | +4,772 | +7.6% | 0.01% | $1.5M | $21.10 |
| 2025 Q1 | ADDED | 62,610 | +216 | +0.3% | 0.02% | $1.4M | $21.77 |
| 2024 Q4 | REDUCED | 62,394 | -8,435 | -11.9% | 0.02% | $1.3M | $20.68 |
| 2024 Q3 | REDUCED | 70,829 | -12,623 | -15.1% | 0.02% | $1.6M | $20.45 |
| 2024 Q2 | ADDED | 83,452 | +263 | +0.3% | 0.03% | $1.9M | $21.33 |
| 2024 Q1 | REDUCED | 83,189 | -1,149 | -1.4% | 0.03% | $1.9M | $21.10 |
| 2023 Q4 | REDUCED | 84,338 | -88,992 | -51.3% | 0.03% | $1.9M | $20.24 |
| 2023 Q3 | ADDED | 173,330 | +108,622 | +167.9% | 0.08% | $4.3M | $21.85 |
| 2023 Q2 | REDUCED | 64,708 | -4,863 | -7.0% | 0.03% | $1.5M | $19.87 |
As of 2025 Q4 — sorted by position size