Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
CRBG holding history
Corebridge Financial, 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.
CRBG overviewAll 13F holders of CRBGFull Q2 2026 holdings
- Shares (Q2 2026)
- 17,662
- Value
- $505.7K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 17,662 | $505.7K | <0.1% | +899+5.4% | Added | Holders |
| Q1 2026 | 16,763 | $400.0K | <0.1% | −5,986−26.3% | Reduced | Holders |
| Q4 2025 | 22,749 | $686.3K | <0.1% | +7,325+47.5% | Added | Holders |
| Q3 2025 | 15,424 | $494.3K | <0.1% | +383+2.5% | Added | Holders |
| Q2 2025 | 15,041 | $534.0K | <0.1% | +15,041 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −7,264−100.0% | Sold out | Holders |
| Q2 2024 | 7,264 | $211.5K | <0.1% | +7,264 | New | Holders |