Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
CLOV holding history
Clover Health Investments, Corp. 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.
CLOV overviewAll 13F holders of CLOVFull Q2 2026 holdings
- Shares (Q2 2026)
- 10,782
- Value
- $56.5K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,782 | $56.5K | <0.1% | −1,777−14.1% | Reduced | Holders |
| Q1 2026 | 12,559 | $22.1K | <0.1% | +12,559 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −10,172−100.0% | Sold out | Holders |
| Q1 2025 | 10,172 | $36.5K | <0.1% | +10,172 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −10,079−100.0% | Sold out | Holders |
| Q3 2024 | 10,079 | $28.4K | <0.1% | −2,500−19.9% | Reduced | Holders |
| Q2 2024 | 12,579 | $15.5K | <0.1% | +2,507+24.9% | Added | Holders |
| Q1 2024 | 10,072 | $8.00K | <0.1% | +10,072 | New | Holders |