Ownership history in Integrated Wealth Concepts LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in POTLATCHDELTIC CORP (PCH). 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 | 8,117 | -1,598 | -16.4% | 0.00% | $331K | $40.29 |
| 2025 Q2 | REDUCED | 9,715 | -10,381 | -51.7% | 0.00% | $373K | $37.53 |
| 2025 Q1 | REDUCED | 20,096 | -4,288 | -17.6% | 0.01% | $907K | $43.62 |
| 2024 Q4 | REDUCED | 24,384 | -3,177 | -11.5% | 0.01% | $957K | $37.58 |
| 2024 Q3 | REDUCED | 27,561 | -810 | -2.9% | 0.02% | $1.2M | $42.67 |
| 2024 Q2 | REDUCED | 28,371 | -4,504 | -13.7% | 0.02% | $1.1M | $36.94 |
| 2024 Q1 | ADDED | 32,875 | +75 | +0.2% | 0.02% | $1.5M | $43.63 |
| 2023 Q4 | REDUCED | 32,800 | -929 | -2.8% | 0.03% | $1.6M | $45.11 |
| 2023 Q3 | REDUCED | 33,729 | -298 | -0.9% | 0.03% | $1.5M | $41.30 |
| 2023 Q2 | ADDED | 34,027 | +1 | +0.0% | 0.03% | $1.8M | $47.62 |
As of 2025 Q4 — sorted by position size