Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

CIVI holding history

Civitas Resources, 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.

CIVI overview All 13F holders of CIVI Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of CIVI by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−3,462−100.0%	Sold out	Holders
Q2 2023	3,462	$240.2K	<0.1%	+121+3.6%	Added	Holders
Q1 2023	3,341	$228.0K	<0.1%	+3,341	New	Holders