Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

INTC holding history

Intel 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.

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

Shares (Q2 2026): 142,579
Value: $19.9M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of INTC by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	142,579	$19.9M	0.1%	−16,793−10.5%	Reduced	Holders
Q1 2026	159,372	$7.03M	0.1%	+50,753+46.7%	Added	Holders
Q4 2025	108,619	$4.01M	<0.1%	−55,988−34.0%	Reduced	Holders
Q3 2025	164,607	$5.52M	<0.1%	+31,340+23.5%	Added	Holders
Q2 2025	133,267	$2.99M	<0.1%	+33,517+33.6%	Added	Holders
Q1 2025	99,750	$2.27M	<0.1%	−50,997−33.8%	Reduced	Holders
Q4 2024	150,747	$3.02M	<0.1%	−7,573−4.8%	Reduced	Holders
Q3 2024	158,320	$3.71M	<0.1%	−10,074−6.0%	Reduced	Holders
Q2 2024	168,394	$5.22M	0.1%	+399+0.2%	Added	Holders
Q1 2024	167,995	$7.42M	0.1%	+8,528+5.3%	Added	Holders
Q4 2023	159,467	$8.01M	0.1%	−39,249−19.8%	Reduced	Holders
Q3 2023	198,716	$7.06M	0.1%	−387−0.2%	Reduced	Holders
Q2 2023	199,103	$6.66M	0.1%	−1,855−0.9%	Reduced	Holders
Q1 2023	200,958	$6.57M	0.1%	+124,236+161.9%	Added	Holders
Q4 2022	76,722	$2.03M	0.1%	+1,723+2.3%	Added	Holders
Q3 2022	74,999	$1.93M	0.1%	+810+1.1%	Added	Holders
Q2 2022	74,189	$2.77M	0.1%	+290+0.4%	Added	Holders
Q1 2022	73,899	$3.66M	0.1%	−204−0.3%	Reduced	Holders
Q4 2021	74,103	$3.82M	0.1%	−20,573−21.7%	Reduced	Holders
Q3 2021	94,676	$5.04M	0.2%	+3,300+3.6%	Added	Holders
Q2 2021	91,376	$5.13M	0.2%	+859+0.9%	Added	Holders
Q1 2021	90,517	$5.79M	0.2%	–	–	Holders

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