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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

APD holding history

Air Products & Chemicals, 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.

APD overviewAll 13F holders of APDFull Q2 2026 holdings

Shares (Q2 2026)
5,916
Value
$1.73M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of APD by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,916$1.73M<0.1%+379+6.8%AddedHolders
Q1 20265,537$1.61M<0.1%+5,537NewHolders
Q4 20250$00.0%−3,458−100.0%Sold outHolders
Q3 20253,458$943.2K<0.1%+271+8.5%AddedHolders
Q2 20253,187$899.0K<0.1%−163−4.9%ReducedHolders
Q1 20253,350$988.1K<0.1%−1,509−31.1%ReducedHolders
Q4 20244,859$1.41M<0.1%+544+12.6%AddedHolders
Q3 20244,315$1.28M<0.1%+69+1.6%AddedHolders
Q2 20244,246$1.10M<0.1%+565+15.3%AddedHolders
Q1 20243,681$891.9K<0.1%−285−7.2%ReducedHolders
Q4 20233,966$1.09M<0.1%+242+6.5%AddedHolders
Q3 20233,724$1.06M<0.1%+292+8.5%AddedHolders
Q2 20233,432$1.03M<0.1%+100+3.0%AddedHolders
Q1 20233,332$957.0K<0.1%−105−3.1%ReducedHolders
Q4 20223,437$1.06M<0.1%+101+3.0%AddedHolders
Q3 20223,336$776.0K<0.1%+147+4.6%AddedHolders
Q2 20223,189$767.0K<0.1%−213−6.3%ReducedHolders
Q1 20223,402$850.0K<0.1%−2,213−39.4%ReducedHolders
Q4 20215,615$1.71M0.1%+26+0.5%AddedHolders
Q3 20215,589$1.43M<0.1%−116−2.0%ReducedHolders
Q2 20215,705$1.64M0.1%+16+0.3%AddedHolders
Q1 20215,689$1.60M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.