IBP — INSTALLED BUILDING

Ownership history in Integrated Wealth Concepts LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in INSTALLED BUILDING (IBP). 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.

Peak position
0.01% (2024 Q3)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 902 -2,493 -73.4% 0.00% $223K $244.34
2024 Q3 ADDED 3,395 +1,525 +81.6% 0.01% $836K $239.70
2024 Q2 ADDED 1,870 +828 +79.5% 0.01% $385K $199.86
2024 Q1 INITIATED 1,042 — — 0.00% $270K —
% of Fund (quarterly)    IBP price (monthly, adj. close)

Other funds also holding IBP

As of 2025 Q4 — sorted by position size

TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 7.08% Watchtower Advisors, LP 3Y 5.06% Giverny Capital Inc. 3Y 7Y 4.49% Pembroke Management, LTD 3Y 7Y 3.52% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 2.68% Salvus Wealth Management, LLC 3Y 2.54% Van Berkom & Associates Inc. 3Y 7Y 1.76% Paralel Advisors LLC 3Y 1.66% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 1.32% Joseph Group Capital Management 3Y 1.2%
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