Integrated Wealth Concepts LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Waltham, MA
CIK
0001737109
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 1,560 5,835,349 13F-HR 8/15/2023 000173710923000003 Integrated Wealth Concepts LLC
Q1 2023 1,346 4,851,314 13F-HR 5/3/2023 000173710923000002 Integrated Wealth Concepts LLC
Q4 2022 1,038 3,680,210 13F-HR 2/13/2023 000173710923000001 Integrated Wealth Concepts LLC
Q3 2022 949 3,130,067 13F-HR 11/14/2022 000173710922000004 Integrated Wealth Concepts LLC
Q2 2022 979 3,211,544 13F-HR 8/8/2022 000173710922000003 Integrated Wealth Concepts LLC
Q1 2022 938 3,271,839 13F-HR 5/12/2022 000173710922000002 Integrated Wealth Concepts LLC
Q4 2021 982 3,363,390 13F-HR 2/15/2022 000173710922000001 Integrated Wealth Concepts LLC
Q3 2021 936 3,072,983 13F-HR 11/15/2021 000173710921000013 Integrated Wealth Concepts LLC
Q2 2021 797 2,822,361 13F-HR 8/13/2021 000173710921000011 Integrated Wealth Concepts LLC
Q1 2021 732 2,435,774 13F-HR 5/13/2021 000173710921000009 Integrated Wealth Concepts LLC
Q4 2020 622 2,113,968 13F-HR 2/12/2021 000173710921000001 Integrated Wealth Concepts LLC
Q3 2020 568 1,622,228 13F-HR 11/13/2020 000173710920000007 Integrated Wealth Concepts LLC
Q2 2020 512 1,389,931 13F-HR 7/30/2020 000173710920000006 Integrated Wealth Concepts LLC
Q1 2020 413 1,082,570 13F-HR 5/18/2020 000173710920000004 Integrated Wealth Concepts LLC
Q4 2019 471 1,185,207 13F-HR 2/20/2020 000173710920000002 Integrated Wealth Concepts LLC
Q3 2019 422 889,197 13F-HR 11/15/2019 000173710919000004 Integrated Wealth Concepts LLC
Q2 2019 389 763,418 13F-HR 8/15/2019 000173710919000003 Integrated Wealth Concepts LLC
Q1 2019 330 590,690 13F-HR 5/15/2019 000173710919000002 Integrated Wealth Concepts LLC
Q4 2018 265 368,092 13F-HR 2/14/2019 000173710919000001 Integrated Wealth Concepts LLC
Q3 2018 250 330,995 13F-HR 11/13/2018 000173710918000005 Integrated Wealth Concepts LLC
Q2 2018 229 292,970 13F-HR 7/27/2018 000173710918000003 Integrated Wealth Concepts LLC
Q1 2018 198 249,411 13F-HR 5/15/2018 000173710918000002 Integrated Wealth Concepts LLC
Q4 2017 191 233,749 13F-HR 5/15/2018 000173710918000001 Integrated Wealth Concepts LLC