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 PHILLIPS EDISON (PECO). 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 | 8,217 | +129 | +1.6% | 0.00% | $282K | $33.71 |
| 2025 Q2 | REDUCED | 8,088 | -1,031 | -11.3% | 0.00% | $283K | $34.09 |
| 2025 Q1 | ADDED | 9,119 | +1,996 | +28.0% | 0.00% | $333K | $35.20 |
| 2024 Q2 | ADDED | 7,123 | +15 | +0.2% | 0.00% | $233K | $30.77 |
| 2024 Q1 | REDUCED | 7,108 | -1,451 | -17.0% | 0.00% | $255K | $33.44 |
| 2023 Q4 | ADDED | 8,559 | +2 | +0.0% | 0.01% | $312K | $33.73 |
| 2023 Q3 | ADDED | 8,557 | +44 | +0.5% | 0.01% | $287K | $30.75 |
| 2023 Q2 | REDUCED | 8,513 | -1,733 | -16.9% | 0.00% | $290K | $30.99 |
| 2023 Q1 | REDUCED | 10,246 | -18,266 | -64.1% | 0.01% | $334K | $29.40 |
| 2022 Q3 | UNCHANGED | 28,512 | — | 0% | 0.03% | $800K | $24.85 |
As of 2025 Q4 — sorted by position size