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Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

CDRE holding history

Cadre Holdings, 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.

CDRE overviewAll 13F holders of CDREFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2025
Holdings of CDRE by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−7,725−100.0%Sold outHolders
Q2 20257,725$246.0K<0.1%−53−0.7%ReducedHolders
Q1 20257,778$230.3K<0.1%+7,778NewHolders