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 PARKER-HANNIFIN CORP (PH). 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 | 1,561 | +119 | +8.3% | 0.01% | $1.2M | $755.11 |
| 2025 Q2 | REDUCED | 1,442 | -226 | -13.5% | 0.01% | $1.0M | $694.02 |
| 2025 Q1 | ADDED | 1,668 | +286 | +20.7% | 0.01% | $1.0M | $602.28 |
| 2024 Q4 | ADDED | 1,382 | +27 | +2.0% | 0.01% | $879K | $628.72 |
| 2024 Q3 | REDUCED | 1,355 | -28 | -2.0% | 0.01% | $856K | $623.08 |
| 2024 Q2 | ADDED | 1,383 | +268 | +24.0% | 0.01% | $700K | $497.43 |
| 2024 Q1 | ADDED | 1,115 | +264 | +31.0% | 0.01% | $620K | $544.98 |
| 2023 Q4 | REDUCED | 851 | -151 | -15.1% | 0.01% | $392K | $450.44 |
| 2023 Q3 | ADDED | 1,002 | +371 | +58.8% | 0.01% | $390K | $379.48 |
| 2023 Q2 | INITIATED | 631 | — | — | 0.00% | $246K | $378.58 |
As of 2025 Q4 — sorted by position size