Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
BIRD holding history
Smartbird, 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.
BIRD overviewAll 13F holders of BIRDFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −1,700−100.0% | Sold outConverted for a 1-for-20 split | Holders |
| Q2 2024 | 34,000 | $17.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 34,000 | $23.6K | <0.1% | +3,000+9.7% | Added | Holders |
| Q4 2023 | 31,000 | $38.0K | <0.1% | +10,000+47.6% | Added | Holders |
| Q3 2023 | 21,000 | $23.3K | <0.1% | −12,500−37.3% | Reduced | Holders |
| Q2 2023 | 33,500 | $42.2K | <0.1% | +6,000+21.8% | Added | Holders |
| Q1 2023 | 27,500 | $33.0K | <0.1% | +27,500 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −20,103−100.0% | Sold out | Holders |
| Q3 2022 | 20,103 | $61.0K | <0.1% | −2,852−12.4% | Reduced | Holders |
| Q2 2022 | 22,955 | $90.0K | <0.1% | +22,955 | New | Holders |