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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

BAC holding history

Bank of America Corp 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.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
385,237
Value
$22.0M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026385,237$22.0M0.1%+5,354+1.4%AddedHolders
Q1 2026379,883$18.5M0.1%+195,990+106.6%AddedHolders
Q4 2025183,893$10.1M0.1%−192,169−51.1%ReducedHolders
Q3 2025376,062$19.4M0.2%+4,002+1.1%AddedHolders
Q2 2025372,060$17.6M0.2%+3,066+0.8%AddedHolders
Q1 2025368,994$15.4M0.2%+7,500+2.1%AddedHolders
Q4 2024361,494$15.9M0.2%+32,168+9.8%AddedHolders
Q3 2024329,326$13.1M0.2%−8,694−2.6%ReducedHolders
Q2 2024338,020$13.4M0.2%−10,831−3.1%ReducedHolders
Q1 2024348,851$13.2M0.2%+7,540+2.2%AddedHolders
Q4 2023341,311$11.5M0.2%−54,667−13.8%ReducedHolders
Q3 2023395,978$10.8M0.2%+28,944+7.9%AddedHolders
Q2 2023367,034$10.5M0.2%+22,956+6.7%AddedHolders
Q1 2023344,078$9.84M0.2%+139,713+68.4%AddedHolders
Q4 2022204,365$6.77M0.2%+10,390+5.4%AddedHolders
Q3 2022193,975$5.86M0.2%+6,440+3.4%AddedHolders
Q2 2022187,535$5.84M0.2%+10,561+6.0%AddedHolders
Q1 2022176,974$7.29M0.2%+10,590+6.4%AddedHolders
Q4 2021166,384$7.40M0.2%+2,567+1.6%AddedHolders
Q3 2021163,817$6.95M0.2%+28,409+21.0%AddedHolders
Q2 2021135,408$5.58M0.2%+9,490+7.5%AddedHolders
Q1 2021125,918$4.87M0.2%––Holders

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