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 EXPONENT INC (EXPO). 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 | 3,108 | -3,516 | -53.1% | 0.00% | $216K | $68.91 |
| 2025 Q2 | ADDED | 6,624 | +152 | +2.3% | 0.00% | $495K | $73.79 |
| 2025 Q1 | REDUCED | 6,472 | -12 | -0.2% | 0.01% | $525K | $79.75 |
| 2024 Q4 | REDUCED | 6,484 | -170 | -2.6% | 0.01% | $578K | $87.35 |
| 2024 Q3 | REDUCED | 6,654 | -271 | -3.9% | 0.01% | $767K | $112.68 |
| 2024 Q2 | REDUCED | 6,925 | -717 | -9.4% | 0.01% | $658K | $92.73 |
| 2024 Q1 | REDUCED | 7,642 | -2,517 | -24.8% | 0.01% | $631K | $80.37 |
| 2023 Q4 | REDUCED | 10,159 | -677 | -6.2% | 0.01% | $894K | $85.28 |
| 2023 Q3 | ADDED | 10,836 | +2,087 | +23.9% | 0.02% | $927K | $82.65 |
| 2023 Q2 | INITIATED | 8,749 | — | — | 0.01% | $817K | $89.85 |
As of 2025 Q4 — sorted by position size