Ownership history in Integrated Wealth Concepts LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in MONOLITHIC POWER (MPWR). 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 | ADDED | 1,905 | +323 | +20.4% | 0.02% | $1.8M | $919.09 |
| 2025 Q2 | REDUCED | 1,582 | -139 | -8.1% | 0.01% | $1.2M | $728.86 |
| 2025 Q1 | ADDED | 1,721 | +49 | +2.9% | 0.01% | $998K | $576.76 |
| 2024 Q4 | ADDED | 1,672 | +289 | +20.9% | 0.01% | $989K | $586.83 |
As of 2025 Q4 — sorted by position size