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Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

APAM holding history

Artisan Partners Asset Management 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.

APAM overviewAll 13F holders of APAMFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2025
Holdings of APAM by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−6,605−100.0%Sold outHolders
Q1 20266,605$240.3K<0.1%+6,605NewHolders
Q4 20250$00.0%−6,596−100.0%Sold outHolders
Q3 20256,596$286.3K<0.1%+2,005+43.7%AddedHolders
Q2 20254,591$203.5K<0.1%+4,591NewHolders