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Coffee Holding shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Coffee Holding (JVA) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Coffee Holding

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All positions including Coffee Holding held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coffee Holding by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $46k 10k 4.57
2025-06-30 $43k 10k 4.33
2025-03-31 $36k 10k 3.55
2024-12-31 $34k 10k 3.42
2024-09-30 $32k 10k 3.23

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Top funds holding Coffee Holding

Renaissance Technologies
Quinn Opportunity Partners
Vanguard Group
Dimensional Fund Advisors
Citadel Advisors
Hanson McClain Advisors
Geode Capital Management
Two Sigma Investments
Bridgeway Capital Management
Empowered Funds
Goldman Sachs Group
Advisor Group Holdings
Thomas P. McIntyre
Captrust Financial Advisors
Jane Street

View all funds holding Coffee Holding