Ownership history in Integrated Wealth Concepts LLC · 31 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in CROWN CASTLE (CCI). 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 | 4,482 | -1,339 | -23.0% | 0.00% | $432K | $94.19 |
| 2025 Q2 | REDUCED | 5,821 | -1,314 | -18.4% | 0.01% | $598K | $99.16 |
| 2025 Q1 | ADDED | 7,135 | +204 | +2.9% | 0.01% | $744K | $99.54 |
| 2024 Q4 | ADDED | 6,931 | +473 | +7.3% | 0.01% | $629K | $85.25 |
| 2024 Q3 | ADDED | 6,458 | +555 | +9.4% | 0.01% | $766K | $109.66 |
| 2024 Q2 | REDUCED | 5,903 | -922 | -13.5% | 0.01% | $577K | $89.12 |
| 2024 Q1 | ADDED | 6,825 | +49 | +0.7% | 0.01% | $722K | $95.03 |
| 2023 Q4 | REDUCED | 6,776 | -1,363 | -16.7% | 0.01% | $780K | $101.96 |
| 2023 Q3 | REDUCED | 8,139 | -445 | -5.2% | 0.01% | $749K | $80.37 |
| 2023 Q2 | ADDED | 8,584 | +1,085 | +14.5% | 0.02% | $978K | $97.91 |
As of 2025 Q4 — sorted by position size