Ownership history in Integrated Wealth Concepts LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in SPROUTS FARMERS (SFM). 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 | 3,772 | +731 | +24.0% | 0.00% | $410K | $108.80 |
| 2025 Q2 | REDUCED | 3,041 | -1,824 | -37.5% | 0.01% | $501K | $164.64 |
| 2025 Q1 | REDUCED | 4,865 | -361 | -6.9% | 0.01% | $743K | $152.64 |
| 2024 Q4 | ADDED | 5,226 | +112 | +2.2% | 0.01% | $664K | $127.07 |
| 2024 Q3 | ADDED | 5,114 | +1,040 | +25.5% | 0.01% | $565K | $110.41 |
| 2024 Q2 | ADDED | 4,074 | +83 | +2.1% | 0.00% | $341K | $83.66 |
| 2024 Q1 | INITIATED | 3,991 | — | — | 0.00% | $257K | — |
As of 2025 Q4 — sorted by position size