Ownership history in Integrated Wealth Concepts LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in JFROG LTD (FROG). 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 | ADDED | 6,897 | +377 | +5.8% | 0.00% | $326K | $47.33 |
| 2025 Q2 | ADDED | 6,520 | +167 | +2.6% | 0.00% | $286K | $43.88 |
| 2025 Q1 | ADDED | 6,353 | +655 | +11.5% | 0.00% | $203K | $32.00 |
| 2024 Q2 | REDUCED | 5,698 | -64 | -1.1% | 0.00% | $214K | $37.55 |
As of 2025 Q4 — sorted by position size