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 POST HOLDINGS (POST). 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 | 4,138 | +192 | +4.9% | 0.00% | $445K | $107.48 |
| 2025 Q2 | ADDED | 3,946 | +998 | +33.9% | 0.00% | $430K | $109.03 |
| 2025 Q1 | REDUCED | 2,948 | -91 | -3.0% | 0.00% | $343K | $116.36 |
| 2024 Q4 | ADDED | 3,039 | +208 | +7.3% | 0.00% | $348K | $114.46 |
As of 2025 Q4 — sorted by position size