Ownership history in Integrated Wealth Concepts LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in FIDELITY NATIONAL (FIS). 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 | 6,892 | -3,412 | -33.1% | 0.00% | $454K | $64.98 |
| 2025 Q2 | ADDED | 10,304 | +2,243 | +27.8% | 0.01% | $839K | $79.76 |
| 2025 Q1 | REDUCED | 8,061 | -2,578 | -24.2% | 0.01% | $602K | $72.81 |
| 2024 Q4 | ADDED | 10,639 | +731 | +7.4% | 0.01% | $859K | $78.30 |
| 2024 Q3 | ADDED | 9,908 | +677 | +7.3% | 0.01% | $830K | $80.85 |
| 2024 Q2 | REDUCED | 9,231 | -197 | -2.1% | 0.01% | $696K | $72.43 |
| 2024 Q1 | REDUCED | 9,428 | -472 | -4.8% | 0.01% | $699K | $70.97 |
| 2023 Q4 | REDUCED | 9,900 | -32,420 | -76.6% | 0.01% | $595K | $57.17 |
| 2023 Q3 | ADDED | 42,320 | +432 | +1.0% | 0.04% | $2.3M | $52.14 |
| 2023 Q2 | ADDED | 41,888 | +5,559 | +15.3% | 0.04% | $2.3M | $51.12 |
As of 2025 Q4 — sorted by position size