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Loar Holdings shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Loar Holdings (LOAR) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Loar Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Loar Holdings by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $745k 9.2k 80.61
2026-03-31 $234k 4.1k 57.29
2025-09-30 $258k 3.2k 80.00
2025-06-30 $272k 3.2k 86.17

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Top funds holding Loar Holdings

Abrams Capital Management
Capital Research and Management Company - Division 3
Wellington Management Company
Daniel D. Thurber
Bamco
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Federated Investors
UBS Group
Jpmorgan Chase & Co
Invesco
Dimensional Fund Advisors
TimesSquare Capital Management

View all funds holding Loar Holdings