Aaon shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Aaon (AAON) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Aaon
Tip: Access up to 7 years of quarterly data
All positions including Aaon held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Aaon by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 3.5k | 93.44 |
| 2025-06-30 | $683k | 9.3k | 73.75 |
| 2025-03-31 | $777k | 9.9k | 78.13 |
| 2024-12-31 | $1.6M | 14k | 117.68 |
| 2024-09-30 | $1.2M | 12k | 107.84 |
| 2024-06-30 | $1.0M | 12k | 87.24 |
| 2024-03-31 | $1.0M | 12k | 88.11 |
| 2023-09-30 | $548k | 9.6k | 56.87 |
| 2023-06-30 | $608k | 6.4k | 94.81 |
| 2023-03-31 | $620k | 6.4k | 96.65 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts