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 LPL FINANCIAL (LPLA). 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 | 806 | -2,052 | -71.8% | 0.00% | $268K | $332.11 |
| 2025 Q2 | REDUCED | 2,858 | -1,005 | -26.0% | 0.01% | $1.1M | $374.00 |
| 2025 Q1 | ADDED | 3,863 | +71 | +1.9% | 0.01% | $1.3M | $326.04 |
| 2024 Q4 | REDUCED | 3,792 | -315 | -7.7% | 0.01% | $1.2M | $325.10 |
| 2024 Q3 | ADDED | 4,107 | +44 | +1.1% | 0.01% | $956K | $231.40 |
| 2024 Q2 | ADDED | 4,063 | +689 | +20.4% | 0.02% | $1.1M | $277.41 |
| 2024 Q1 | ADDED | 3,374 | +109 | +3.3% | 0.01% | $892K | $262.11 |
| 2023 Q4 | REDUCED | 3,265 | -165 | -4.8% | 0.01% | $743K | $225.57 |
| 2023 Q3 | ADDED | 3,430 | +343 | +11.1% | 0.01% | $815K | $235.19 |
| 2023 Q2 | INITIATED | 3,087 | — | — | 0.01% | $671K | $214.89 |
As of 2025 Q4 — sorted by position size