Integrated Wealth Management
Q3 2026 13F Holdings
Location
Uniontown, OH
Holdings as of
9/30/2026
Value ($000)
$101,574
Num holdings
99
Date filed
10/19/2026
Form type
13F-HR
Prev filing
8/11/2026
Next filing
SEC
View on sec.gov
Compare Q3 2026 to
2026 Q2
2026 Q1
2025 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type