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 AMDOCS LTD (DOX). 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 | 5,460 | -37,666 | -87.3% | 0.00% | $448K | $81.52 |
| 2025 Q2 | REDUCED | 43,126 | -6,620 | -13.3% | 0.04% | $3.9M | $90.06 |
| 2025 Q1 | ADDED | 49,746 | +32,354 | +186.0% | 0.05% | $4.6M | $89.80 |
| 2024 Q4 | REDUCED | 17,392 | -1,987 | -10.3% | 0.02% | $1.5M | $83.07 |
| 2024 Q3 | ADDED | 19,379 | +8,439 | +77.1% | 0.02% | $1.7M | $84.87 |
| 2024 Q2 | ADDED | 10,940 | +941 | +9.4% | 0.01% | $863K | $76.15 |
| 2024 Q1 | ADDED | 9,999 | +1,106 | +12.4% | 0.01% | $904K | $86.67 |
| 2023 Q4 | ADDED | 8,893 | +198 | +2.3% | 0.01% | $782K | $83.84 |
| 2023 Q3 | ADDED | 8,695 | +4,207 | +93.7% | 0.01% | $735K | $80.20 |
| 2023 Q2 | INITIATED | 4,488 | — | — | 0.01% | $444K | $93.35 |
As of 2025 Q4 — sorted by position size