Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
CVBF holding history
CVB Financial 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.
CVBF overviewAll 13F holders of CVBFFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −18,683−100.0% | Sold out | Holders |
| Q2 2024 | 18,683 | $322.1K | <0.1% | +24+0.1% | Added | Holders |
| Q1 2024 | 18,659 | $332.9K | <0.1% | +18+0.1% | Added | Holders |
| Q4 2023 | 18,641 | $376.4K | <0.1% | +73+0.4% | Added | Holders |
| Q3 2023 | 18,568 | $307.7K | <0.1% | −2,880−13.4% | Reduced | Holders |
| Q2 2023 | 21,448 | $284.8K | <0.1% | −2,828−11.6% | Reduced | Holders |
| Q1 2023 | 24,276 | $405.0K | <0.1% | +1,526+6.7% | Added | Holders |
| Q4 2022 | 22,750 | $586.0K | <0.1% | −1,945−7.9% | Reduced | Holders |
| Q3 2022 | 24,695 | $625.0K | <0.1% | −30.0% | Reduced | Holders |
| Q2 2022 | 24,698 | $613.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 24,698 | $573.0K | <0.1% | +24,698 | New | Holders |