Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
CLB holding history
Core Laboratories 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.
CLB overviewAll 13F holders of CLBFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −10,607−100.0% | Sold out | Holders |
| Q3 2023 | 10,607 | $254.7K | <0.1% | −28−0.3% | Reduced | Holders |
| Q2 2023 | 10,635 | $247.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 10,635 | $235.0K | <0.1% | +10,635 | New | Holders |