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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

CL holding history

Colgate Palmolive Co 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.

CL overviewAll 13F holders of CLFull Q2 2026 holdings

Shares (Q2 2026)
51,454
Value
$4.72M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CL by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,454$4.72M<0.1%+7,494+17.0%AddedHolders
Q1 202643,960$3.75M<0.1%+43,960NewHolders
Q4 20250$00.0%−22,869−100.0%Sold outHolders
Q3 202522,869$1.83M<0.1%−1,963−7.9%ReducedHolders
Q2 202524,832$2.26M<0.1%+11,882+91.8%AddedHolders
Q1 202512,950$1.21M<0.1%−4,319−25.0%ReducedHolders
Q4 202417,269$1.57M<0.1%+10,584+158.3%AddedHolders
Q3 20246,685$694.0K<0.1%−396−5.6%ReducedHolders
Q2 20247,081$687.1K<0.1%+347+5.2%AddedHolders
Q1 20246,734$606.5K<0.1%+80+1.2%AddedHolders
Q4 20236,654$530.4K<0.1%−4,612−40.9%ReducedHolders
Q3 202311,266$801.2K<0.1%−96−0.8%ReducedHolders
Q2 202311,362$875.4K<0.1%+5,543+95.3%AddedHolders
Q1 20235,819$437.0K<0.1%+1,119+23.8%AddedHolders
Q4 20224,700$370.0K<0.1%−4,966−51.4%ReducedHolders
Q3 20229,666$679.0K<0.1%+472+5.1%AddedHolders
Q2 20229,194$737.0K<0.1%+652+7.6%AddedHolders
Q1 20228,542$648.0K<0.1%+1,149+15.5%AddedHolders
Q4 20217,393$631.0K<0.1%+1,522+25.9%AddedHolders
Q3 20215,871$444.0K<0.1%+1,469+33.4%AddedHolders
Q2 20214,402$358.0K<0.1%+1,178+36.5%AddedHolders
Q1 20213,224$254.0K<0.1%––Holders

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