Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
CHPT holding history
ChargePoint 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.
CHPT overviewAll 13F holders of CHPTFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −461,771−100.0% | Sold out | Holders |
| Q1 2025 | 461,771 | $279.4K | <0.1% | +446,302+2,885.1% | Added | Holders |
| Q4 2024 | 15,469 | $16.6K | <0.1% | −34,701−69.2% | Reduced | Holders |
| Q3 2024 | 50,170 | $68.7K | <0.1% | +29,669+144.7% | Added | Holders |
| Q2 2024 | 20,501 | $31.0K | <0.1% | +2,730+15.4% | Added | Holders |
| Q1 2024 | 17,771 | $33.8K | <0.1% | +17,771 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −13,151−100.0% | Sold out | Holders |
| Q3 2023 | 13,151 | $65.4K | <0.1% | +13,151 | New | Holders |