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Patterson Companies shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Patterson Companies (PDCO) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Patterson Companies

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

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Quarterly reported holdings in Patterson Companies by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.5M 81k 31.24
2024-12-31 $2.5M 81k 30.86
2024-09-30 $2.1M 97k 21.84
2024-06-30 $2.3M 97k 24.12
2024-03-31 $2.7M 97k 27.65
2023-09-30 $2.9M 97k 29.64
2023-06-30 $3.2M 97k 33.26
2023-03-31 $3.1M 117k 26.77
2022-12-31 $3.2M 115k 28.03
2022-09-30 $3.6M 150k 24.02
2022-06-30 $4.6M 150k 30.30
2022-03-31 $4.9M 150k 32.37
2021-12-31 $4.4M 150k 29.35
2021-09-30 $4.5M 150k 30.14
2021-06-30 $4.6M 150k 30.39
2021-03-31 $4.8M 150k 31.95

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Aptus Defined MF Closed and MF Open (DRSK)
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SPDR S&P MF Closed and MF Open (SPY)
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Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Patterson Companies

Sanctuary Advisors
Van Eck Associates Corp.

View all funds holding Patterson Companies