Ownership history in Integrated Wealth Concepts LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in WESCO INTL (WCC). 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 | 1,058 | -297 | -21.9% | 0.00% | $224K | $210.74 |
| 2025 Q2 | REDUCED | 1,355 | -82 | -5.7% | 0.00% | $251K | $184.16 |
| 2025 Q1 | ADDED | 1,437 | +90 | +6.7% | 0.00% | $223K | $154.03 |
| 2024 Q1 | INITIATED | 1,347 | — | — | 0.00% | $231K | — |
As of 2025 Q4 — sorted by position size