Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

CVI holding history

CVR Energy 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.

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

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of CVI by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−18,702−100.0%	Sold out	Holders
Q2 2024	18,702	$500.6K	<0.1%	−191−1.0%	Reduced	Holders
Q1 2024	18,893	$673.7K	<0.1%	+18,893	New	Holders