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 WEST PHARMACEUTICAL (WST). 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 | 1,779 | -1,416 | -44.3% | 0.00% | $467K | $261.88 |
| 2025 Q2 | REDUCED | 3,195 | -92 | -2.8% | 0.01% | $699K | $218.25 |
| 2025 Q1 | ADDED | 3,287 | +844 | +34.5% | 0.01% | $736K | $223.09 |
| 2024 Q4 | REDUCED | 2,443 | -94 | -3.7% | 0.01% | $800K | $326.20 |
| 2024 Q3 | REDUCED | 2,537 | -206 | -7.5% | 0.01% | $761K | $298.72 |
| 2024 Q2 | REDUCED | 2,743 | -248 | -8.3% | 0.01% | $903K | $327.59 |
| 2024 Q1 | ADDED | 2,991 | +39 | +1.3% | 0.02% | $1.2M | $393.34 |
| 2023 Q4 | REDUCED | 2,952 | -284 | -8.8% | 0.02% | $1.0M | $349.82 |
| 2023 Q3 | REDUCED | 3,236 | -1,004 | -23.7% | 0.02% | $1.2M | $372.54 |
| 2023 Q2 | INITIATED | 4,240 | — | — | 0.03% | $1.6M | $379.56 |
As of 2025 Q4 — sorted by position size