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Integrated Wealth Concepts LLC → AB
Integrated Wealth Concepts LLC AB Position History
AllianceBernstein Holding L.P. • Financial Services
Quarters held
8
Latest value
$420K
Q2 2026
Peak value
$73.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $212K |
| Q3 2025 | $27.1M |
| Q4 2025 | $36.8M |
| Q1 2026 | $46.4M |
| Q2 2026 | $73.6M |
| Q2 2026 | $426K |
| Q2 2026 | $70.2M |
| Q2 2026 | $420K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $420K | 11.9K | — | — |
| Q2 2026 | $70.2M | 473.7K | — | — |
| Q2 2026 | $426K | 12.1K | — | — |
| Q2 2026 | $73.6M | 496.9K | — | — |
| Q1 2026 | $46.4M | 427.4K | — | — |
| Q4 2025 | $36.8M | 352.9K | — | — |
| Q3 2025 | $27.1M | 267.5K | — | — |
| Q3 2025 | $212K | 5.5K | — | — |