Ownership history in Integrated Wealth Concepts LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in INTERPUBLIC GROUP (IPG). 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 | 12,348 | -99 | -0.8% | 0.00% | $345K | — |
| 2025 Q2 | REDUCED | 12,447 | -614 | -4.7% | 0.00% | $305K | — |
| 2025 Q1 | ADDED | 13,061 | +5,004 | +62.1% | 0.00% | $355K | — |
| 2024 Q4 | REDUCED | 8,057 | -20,805 | -72.1% | 0.00% | $226K | — |
| 2024 Q3 | ADDED | 28,862 | +20,395 | +240.9% | 0.01% | $913K | — |
| 2024 Q2 | REDUCED | 8,467 | -121 | -1.4% | 0.00% | $246K | — |
| 2024 Q1 | ADDED | 8,588 | +144 | +1.7% | 0.00% | $280K | — |
| 2023 Q4 | REDUCED | 8,444 | -2 | -0.0% | 0.00% | $276K | — |
| 2023 Q3 | REDUCED | 8,446 | -3,952 | -31.9% | 0.00% | $242K | — |
| 2023 Q2 | ADDED | 12,398 | +1,541 | +14.2% | 0.01% | $478K | — |
As of 2025 Q4 — sorted by position size