Ownership history in Integrated Wealth Concepts LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in COLUMBIA MULTI (MUST). 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 | 12,277 | +304 | +2.5% | 0.00% | $252K | $20.20 |
| 2025 Q2 | REDUCED | 11,973 | -2,232 | -15.7% | 0.00% | $241K | $19.63 |
| 2025 Q1 | ADDED | 14,205 | +1,578 | +12.5% | 0.00% | $286K | $19.48 |
| 2024 Q4 | ADDED | 12,627 | +817 | +6.9% | 0.00% | $256K | $19.54 |
| 2024 Q2 | ADDED | 11,810 | +602 | +5.4% | 0.00% | $241K | $19.25 |
| 2024 Q1 | INITIATED | 11,208 | — | — | 0.00% | $232K | — |
As of 2025 Q4 — sorted by position size