Waterstone Financial shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Waterstone Financial
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Quarterly reported holdings in Waterstone Financial by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $24k | 1.2k | 20.73 |