KAI — KADANT INC

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 KADANT INC (KAI). 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
0.32% (2021 Q1)
Avg. % of fund
0.09%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,035 +128 +14.1% 0.00% $308K $296.90
2025 Q1 ADDED 907 +72 +8.6% 0.00% $306K $335.40
2024 Q4 REDUCED 835 -47 -5.3% 0.00% $288K $343.13
2024 Q3 REDUCED 882 -47 -5.1% 0.00% $298K $335.84
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% of Fund (quarterly)    KAI price (monthly, adj. close)

Other funds also holding KAI

As of 2025 Q4 — sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 2.52% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 1.79% WASATCH ADVISORS LP 3Y 7Y 1.55% Grandeur Peak Global Advisors, LLC 3Y 7Y 1.06% Conestoga Capital Advisors, LLC 3Y 7Y 1.04% QSV Equity Investors LLC 1.03% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.94% Clean Yield Group 3Y 7Y 0.93% KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3Y 7Y 0.91% Advantage Alpha Capital Partners LP 3Y 0.68%
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