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 KADANT INC (KAI). 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 | 1,035 | +128 | +14.1% | 0.00% | $308K | $296.90 |
| 2025 Q1 | ADDED | 907 | +72 | +8.6% | 0.00% | $306K | $335.40 |
| 2024 Q4 | REDUCED | 835 | -47 | -5.3% | 0.00% | $288K | $343.13 |
| 2024 Q3 | REDUCED | 882 | -47 | -5.1% | 0.00% | $298K | $335.84 |
| 2024 Q2 | UNCHANGED | 929 | — | 0% | 0.00% | $273K | $291.60 |
| 2024 Q1 | ADDED | 929 | +45 | +5.1% | 0.00% | $305K | $325.32 |
| 2023 Q4 | REDUCED | 884 | -41,384 | -97.9% | 0.00% | $248K | $277.64 |
| 2021 Q1 | REDUCED | 42,268 | -1,000 | -2.3% | 0.32% | $7.8M | $180.50 |
| 2020 Q4 | REDUCED | 43,268 | -1,732 | -3.8% | 0.29% | $6.1M | $137.31 |
| 2020 Q3 | INITIATED | 45,000 | — | — | 0.30% | $4.9M | $106.55 |
As of 2025 Q4 — sorted by position size