Ownership history in Integrated Wealth Concepts LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in POST HOLDINGS (POST). 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 | 4,138 | +192 | +4.9% | 0.00% | $445K | $107.48 |
| 2025 Q2 | ADDED | 3,946 | +998 | +33.9% | 0.00% | $430K | $109.03 |
| 2025 Q1 | REDUCED | 2,948 | -91 | -3.0% | 0.00% | $343K | $116.36 |
| 2024 Q4 | ADDED | 3,039 | +208 | +7.3% | 0.00% | $348K | $114.46 |
| 2024 Q3 | ADDED | 2,831 | +295 | +11.6% | 0.00% | $328K | $115.75 |
| 2024 Q2 | ADDED | 2,536 | +279 | +12.4% | 0.00% | $264K | $104.16 |
| 2024 Q1 | REDUCED | 2,257 | -36 | -1.6% | 0.00% | $240K | $106.28 |
| 2023 Q4 | REDUCED | 2,293 | -112 | -4.7% | 0.00% | $202K | $88.06 |
| 2023 Q3 | REDUCED | 2,405 | -10 | -0.4% | 0.00% | $206K | $85.74 |
| 2023 Q2 | ADDED | 2,415 | +21 | +0.9% | 0.00% | $209K | $86.65 |
As of 2025 Q4 — sorted by position size