TowneBank shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of TowneBank (TOWN) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in TowneBank
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Quarterly reported holdings in TowneBank by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $519k | 15k | 34.57 |
| 2025-06-30 | $506k | 15k | 34.18 |
| 2025-03-31 | $670k | 20k | 34.19 |
| 2024-12-31 | $679k | 20k | 34.06 |
| 2024-09-30 | $676k | 21k | 33.06 |
| 2024-06-30 | $617k | 23k | 27.27 |
| 2024-03-31 | $632k | 23k | 28.06 |
| 2023-09-30 | $524k | 23k | 22.93 |
| 2023-06-30 | $587k | 25k | 23.24 |
| 2023-03-31 | $688k | 26k | 26.64 |
| 2022-12-31 | $818k | 27k | 30.85 |
| 2022-09-30 | $711k | 27k | 26.82 |
| 2022-06-30 | $733k | 27k | 27.14 |
| 2022-03-31 | $860k | 29k | 29.93 |
| 2021-12-31 | $907k | 29k | 31.59 |
| 2021-09-30 | $872k | 28k | 31.10 |
| 2021-06-30 | $839k | 28k | 30.41 |
| 2021-03-31 | $872k | 29k | 30.41 |
| 2020-12-31 | $673k | 29k | 23.47 |
| 2020-09-30 | $470k | 29k | 16.39 |
| 2020-06-30 | $479k | 25k | 18.84 |
| 2020-03-31 | $320k | 18k | 18.11 |
| 2019-12-31 | $491k | 18k | 27.83 |
| 2019-09-30 | $491k | 18k | 27.83 |
| 2019-06-30 | $481k | 18k | 27.26 |
| 2019-03-31 | $437k | 18k | 24.77 |
| 2018-12-31 | $423k | 18k | 23.98 |
| 2018-09-30 | $529k | 18k | 29.98 |
| 2018-06-30 | $573k | 18k | 32.48 |
| 2018-03-31 | $497k | 18k | 28.17 |
| 2017-12-31 | $553k | 18k | 31.34 |
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