Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

CUBE holding history

CubeSmart 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.

CUBE overview All 13F holders of CUBE Full Q2 2026 holdings

Shares (Q2 2026): 22,332
Value: $888.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2021

Holdings of CUBE by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,332	$888.1K	<0.1%	+11,761+111.3%	Added	Holders
Q1 2026	10,571	$387.4K	<0.1%	+10,571	New	Holders
Q1 2022	0	$0	0.0%	−5,607−100.0%	Sold out	Holders
Q4 2021	5,607	$319.0K	<0.1%	+5,607	New	Holders