Integrated Wealth Management

All 13F Portfolio Filings

Most recent 13F
Q1 2017
Location
Palm Desert, CA
CIK
0001640250
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2017 268 298,529 13F-HR 4/14/2017 000108514617000972 Integrated Wealth Management
Q4 2016 245 268,257 13F-HR 1/6/2017 000108514617000034 Integrated Wealth Management
Q3 2016 1,305 279,228 13F-HR 10/21/2016 000164025016000012 Integrated Wealth Management
Q2 2016 1,440 258,838 13F-HR 8/1/2016 000164025016000011 Integrated Wealth Management
Q1 2016 1,280 237,216 13F-HR 4/22/2016 000164025016000008 Integrated Wealth Management
Q4 2015 1,397 232,210 13F-HR 1/25/2016 000164025016000007 Integrated Wealth Management
Q3 2015 1,401 228,414 13F-HR 10/13/2015 000164025015000006 Integrated Wealth Management
Q2 2015 1,416 257,803 13F-HR 7/17/2015 000164025015000005 Integrated Wealth Management
Q1 2015 1,443 239,556 13F-HR 4/27/2015 000164025015000004 Integrated Wealth Management