Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
ALLY holding history
Ally Financial Inc. in every 13F filed by Integrated Wealth Concepts LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ALLY overviewAll 13F holders of ALLYFull Q2 2026 holdings
- Shares (Q2 2026)
- 50,534
- Value
- $2.32M
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 50,534 | $2.32M | <0.1% | +969+2.0% | Added | Holders |
| Q1 2026 | 49,565 | $1.94M | <0.1% | +49,565 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −37,814−100.0% | Sold out | Holders |
| Q3 2025 | 37,814 | $1.48M | <0.1% | +109+0.3% | Added | Holders |
| Q2 2025 | 37,705 | $1.47M | <0.1% | −2,658−6.6% | Reduced | Holders |
| Q1 2025 | 40,363 | $1.47M | <0.1% | +300+0.7% | Added | Holders |
| Q4 2024 | 40,063 | $1.44M | <0.1% | +949+2.4% | Added | Holders |
| Q3 2024 | 39,114 | $1.39M | <0.1% | +63+0.2% | Added | Holders |
| Q2 2024 | 39,051 | $1.55M | <0.1% | +126+0.3% | Added | Holders |
| Q1 2024 | 38,925 | $1.58M | <0.1% | −946−2.4% | Reduced | Holders |
| Q4 2023 | 39,871 | $1.39M | <0.1% | +22+0.1% | Added | Holders |
| Q3 2023 | 39,849 | $1.06M | <0.1% | −157−0.4% | Reduced | Holders |
| Q2 2023 | 40,006 | $1.08M | <0.1% | −11,273−22.0% | Reduced | Holders |
| Q1 2023 | 51,279 | $1.31M | <0.1% | +40,455+373.8% | Added | Holders |
| Q4 2022 | 10,824 | $265.0K | <0.1% | +439+4.2% | Added | Holders |
| Q3 2022 | 10,385 | $289.0K | <0.1% | +10,385 | New | Holders |