Ownership history in Integrated Wealth Concepts LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in MONOLITHIC POWER (MPWR). 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 | 1,905 | +323 | +20.4% | 0.02% | $1.8M | $919.09 |
| 2025 Q2 | REDUCED | 1,582 | -139 | -8.1% | 0.01% | $1.2M | $728.86 |
| 2025 Q1 | ADDED | 1,721 | +49 | +2.9% | 0.01% | $998K | $576.76 |
| 2024 Q4 | ADDED | 1,672 | +289 | +20.9% | 0.01% | $989K | $586.83 |
| 2024 Q3 | REDUCED | 1,383 | -35 | -2.5% | 0.02% | $1.3M | $914.99 |
| 2024 Q2 | REDUCED | 1,418 | -38 | -2.6% | 0.02% | $1.2M | $812.13 |
| 2024 Q1 | REDUCED | 1,456 | -468 | -24.3% | 0.01% | $986K | $668.51 |
| 2023 Q4 | REDUCED | 1,924 | -28 | -1.4% | 0.02% | $1.2M | $621.32 |
| 2023 Q3 | REDUCED | 1,952 | -23 | -1.2% | 0.02% | $902K | $454.36 |
| 2023 Q2 | ADDED | 1,975 | +1,482 | +300.6% | 0.02% | $1.1M | $530.09 |
As of 2025 Q4 — sorted by position size