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 KYNDRYL HOLDINGS (KD). 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 | 14,945 | +4,801 | +47.3% | 0.00% | $449K | $30.03 |
| 2025 Q2 | ADDED | 10,144 | +2,119 | +26.4% | 0.00% | $426K | $41.96 |
| 2025 Q1 | ADDED | 8,025 | +1,093 | +15.8% | 0.00% | $252K | $31.40 |
| 2024 Q4 | INITIATED | 6,932 | — | — | 0.00% | $240K | $34.60 |
As of 2025 Q4 — sorted by position size