Ownership history in Integrated Wealth Concepts LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in EASTERN BANKSHARES (EBC). 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 | 15,604 | -464 | -2.9% | 0.00% | $283K | $17.90 |
| 2025 Q2 | REDUCED | 16,068 | -3,726 | -18.8% | 0.00% | $245K | $14.95 |
| 2025 Q1 | ADDED | 19,794 | +533 | +2.8% | 0.00% | $325K | $15.91 |
| 2024 Q4 | REDUCED | 19,261 | -701 | -3.5% | 0.00% | $332K | $16.62 |
| 2024 Q3 | REDUCED | 19,962 | -18,827 | -48.5% | 0.00% | $327K | $15.69 |
| 2024 Q2 | ADDED | 38,789 | +500 | +1.3% | 0.01% | $542K | $13.30 |
| 2024 Q1 | ADDED | 38,289 | +16,250 | +73.7% | 0.01% | $528K | $13.00 |
| 2023 Q4 | REDUCED | 22,039 | -10,000 | -31.2% | 0.01% | $313K | $13.29 |
| 2023 Q3 | REDUCED | 32,039 | -5,000 | -13.5% | 0.01% | $402K | $11.63 |
| 2023 Q2 | REDUCED | 37,039 | -19 | -0.1% | 0.01% | $454K | $11.29 |
As of 2025 Q4 — sorted by position size