Filer · Institutional
Integrated Wealth ConceptsLLC
CIK 0001737109TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001737109-26-000002 · filed 2026-05-15
2,276
positions
Q4 202513F-HR
0001737109-26-000001 · filed 2026-02-13
1,599
positions
Q3 202513F-HR
0001737109-25-000007 · filed 2025-11-14
1,974
positions
Q2 202513F-HR
0001737109-25-000006 · filed 2025-08-14
1,901
positions
Q1 202513F-HR
0001737109-25-000004 · filed 2025-05-15
1,734
positions
Q4 202413F-HR
0001737109-25-000002 · filed 2025-02-14
1,713
positions
Q3 202413F-HR
0001737109-24-000006 · filed 2024-11-14
1,670
positions
Q2 202413F-HR
0001737109-24-000004 · filed 2024-08-14
1,643
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.