Integrated Wealth Concepts’s Leslie's LESL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-985
Closed -$8.27K – 2043
2025
Q2
$8.27K Buy
+985
New +$13K ﹤0.01% 1898
2023
Q3
– Sell
-1,307
Closed -$245K – 1593
2023
Q2
$245K Buy
+1,307
New +$270K ﹤0.01% 1329

Other funds holding LESL

Integrated Wealth Concepts's LESL Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Leslie's (LESL) in Q3 2025, closing a stake of 985 shares — an estimated $8.27K sold.

Integrated Wealth Concepts first reported a position in LESL in Q2 2023 and held it in 2 quarters. The position peaked at $245K in Q2 2023. 62 funds tracked by Wall St. Rank hold LESL as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Leslie's position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 985 Leslie's shares in Q3 2025, an estimated $8.27K.
  • Integrated Wealth Concepts first reported a position in Leslie's in Q2 2023 and held it in 2 quarters.
  • Integrated Wealth Concepts's Leslie's position peaked at $245K in Q2 2023.
  • 62 funds tracked by Wall St. Rank held Leslie's as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.