Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
CSW holding history
CSW Industrials, 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.
CSW overviewAll 13F holders of CSWFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −970−100.0% | Sold out | Holders |
| Q1 2025 | 970 | $283.1K | <0.1% | +162+20.0% | Added | Holders |
| Q4 2024 | 808 | $285.1K | <0.1% | −173−17.6% | Reduced | Holders |
| Q3 2024 | 981 | $359.4K | <0.1% | −155−13.6% | Reduced | Holders |
| Q2 2024 | 1,136 | $301.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,136 | $266.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,136 | $235.6K | <0.1% | +1,136 | New | Holders |