Ownership history in Integrated Wealth Concepts LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in DOLBY LABORATORIES INC (DLB). 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 | 4,663 | -813 | -14.8% | 0.00% | $337K | $71.59 |
| 2025 Q2 | ADDED | 5,476 | +2,473 | +82.4% | 0.00% | $407K | $73.12 |
| 2025 Q1 | REDUCED | 3,003 | -445 | -12.9% | 0.00% | $241K | $78.75 |
| 2024 Q4 | ADDED | 3,448 | +334 | +10.7% | 0.00% | $269K | $76.28 |
| 2024 Q3 | REDUCED | 3,114 | -119 | -3.7% | 0.00% | $238K | $74.44 |
| 2024 Q2 | REDUCED | 3,233 | -31 | -0.9% | 0.00% | $256K | $76.74 |
| 2024 Q1 | REDUCED | 3,264 | -7,268 | -69.0% | 0.00% | $273K | $80.85 |
| 2023 Q4 | REDUCED | 10,532 | -667 | -6.0% | 0.01% | $908K | $82.86 |
| 2023 Q3 | REDUCED | 11,199 | -360 | -3.1% | 0.02% | $888K | $75.95 |
| 2023 Q2 | INITIATED | 11,559 | — | — | 0.02% | $967K | $79.90 |
As of 2025 Q4 — sorted by position size