CSP shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of CSP (CSPI) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in CSP
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Quarterly reported holdings in CSP by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 24k | 11.55 |
| 2025-06-30 | $304k | 24k | 12.94 |
| 2025-03-31 | $361k | 24k | 15.34 |
| 2024-12-31 | $378k | 24k | 16.07 |
| 2024-09-30 | $305k | 24k | 12.99 |
| 2024-06-30 | $350k | 24k | 14.90 |
| 2024-03-31 | $433k | 24k | 18.46 |
| 2023-09-30 | $533k | 31k | 17.50 |
| 2023-06-30 | $363k | 31k | 11.91 |
| 2023-03-31 | $414k | 31k | 13.59 |
| 2022-12-31 | $287k | 31k | 9.42 |
| 2022-09-30 | $219k | 31k | 7.19 |
| 2022-06-30 | $277k | 31k | 9.09 |
| 2022-03-31 | $240k | 31k | 7.88 |
| 2021-12-31 | $268k | 31k | 8.80 |
| 2021-09-30 | $272k | 31k | 8.93 |
| 2021-06-30 | $322k | 31k | 10.57 |
| 2021-03-31 | $265k | 31k | 8.70 |
| 2020-12-31 | $236k | 31k | 7.74 |
| 2020-09-30 | $263k | 31k | 8.63 |
| 2020-06-30 | $252k | 31k | 8.27 |
| 2020-03-31 | $213k | 31k | 6.99 |
| 2019-12-31 | $398k | 31k | 13.06 |
| 2019-09-30 | $409k | 31k | 13.42 |
| 2019-06-30 | $465k | 31k | 15.26 |
| 2019-03-31 | $340k | 31k | 11.16 |
| 2018-12-31 | $299k | 31k | 9.81 |
| 2018-09-30 | $407k | 31k | 13.36 |
| 2018-06-30 | $296k | 31k | 9.71 |
| 2018-03-31 | $328k | 31k | 10.76 |
| 2017-12-31 | $459k | 31k | 15.06 |
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