Rafael Hldgs shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Rafael Hldgs (RFL) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Rafael Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Rafael Hldgs held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rafael Hldgs by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.9k | 1.2k | 3.28 |
| 2023-09-30 | $25k | 13k | 1.90 |
| 2023-06-30 | $53k | 25k | 2.09 |
| 2023-03-31 | $39k | 25k | 1.55 |