Ownership history in Integrated Wealth Concepts LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ZIMMER BIOMET (ZBH). 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 | 2,485 | -1,300 | -34.3% | 0.00% | $245K | $98.24 |
| 2025 Q2 | ADDED | 3,785 | +1,856 | +96.2% | 0.00% | $345K | $90.75 |
| 2024 Q3 | REDUCED | 1,929 | -2,260 | -54.0% | 0.00% | $208K | $106.65 |
| 2024 Q2 | REDUCED | 4,189 | -187 | -4.3% | 0.01% | $455K | $106.99 |
| 2024 Q1 | REDUCED | 4,376 | -54 | -1.2% | 0.01% | $578K | $129.82 |
| 2023 Q4 | ADDED | 4,430 | +1,960 | +79.4% | 0.01% | $539K | $119.48 |
| 2023 Q3 | REDUCED | 2,470 | -243 | -9.0% | 0.00% | $277K | $109.96 |
| 2023 Q2 | ADDED | 2,713 | +726 | +36.5% | 0.01% | $395K | $142.35 |
| 2023 Q1 | INITIATED | 1,987 | — | — | 0.01% | $257K | $126.11 |
As of 2025 Q4 — sorted by position size