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 Lennox International Inc (LII). 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 | 978 | -423 | -30.2% | 0.00% | $518K | $527.97 |
| 2025 Q2 | ADDED | 1,401 | +23 | +1.7% | 0.01% | $803K | $570.30 |
| 2025 Q1 | REDUCED | 1,378 | -661 | -32.4% | 0.01% | $773K | $555.48 |
| 2024 Q4 | REDUCED | 2,039 | -58 | -2.8% | 0.01% | $1.2M | $603.49 |
As of 2025 Q4 — sorted by position size