Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

IIIN holding history

Insteel Industries 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.

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

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of IIIN by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−6,425−100.0%	Sold out	Holders
Q3 2023	6,425	$208.6K	<0.1%	+6,425	New	Holders
Q2 2023	0	$0	0.0%	−7,545−100.0%	Sold out	Holders
Q1 2023	7,545	$210.0K	<0.1%	+7,545	New	Holders