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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

GIS holding history

General Mills 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.

GIS overviewAll 13F holders of GISFull Q2 2026 holdings

Shares (Q2 2026)
44,162
Value
$1.54M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of GIS by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,162$1.54M<0.1%−26,354−37.4%ReducedHolders
Q1 202670,516$2.62M<0.1%+44,033+166.3%AddedHolders
Q4 202526,483$1.23M<0.1%+2,990+12.7%AddedHolders
Q3 202523,493$1.18M<0.1%+1,136+5.1%AddedHolders
Q2 202522,357$1.16M<0.1%−5,638−20.1%ReducedHolders
Q1 202527,995$1.67M<0.1%+5,095+22.2%AddedHolders
Q4 202422,900$1.46M<0.1%+7,911+52.8%AddedHolders
Q3 202414,989$1.11M<0.1%−1,183−7.3%ReducedHolders
Q2 202416,172$1.02M<0.1%+268+1.7%AddedHolders
Q1 202415,904$1.11M<0.1%+309+2.0%AddedHolders
Q4 202315,595$1.02M<0.1%−1,307−7.7%ReducedHolders
Q3 202316,902$1.08M<0.1%−858−4.8%ReducedHolders
Q2 202317,760$1.36M<0.1%+806+4.8%AddedHolders
Q1 202316,954$1.45M<0.1%+9,762+135.7%AddedHolders
Q4 20227,192$603.0K<0.1%−7,135−49.8%ReducedHolders
Q3 202214,327$1.10M<0.1%+2,017+16.4%AddedHolders
Q2 202212,310$929.0K<0.1%+6,237+102.7%AddedHolders
Q1 20226,073$411.0K<0.1%−339−5.3%ReducedHolders
Q4 20216,412$432.0K<0.1%+2,441+61.5%AddedHolders
Q3 20213,971$238.0K<0.1%+3,971NewHolders
Q2 20210$00.0%−3,534−100.0%Sold outHolders
Q1 20213,534$217.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.