Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
IR holding history
Ingersoll Rand 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.
IR overviewAll 13F holders of IRFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,383
- Value
- $441.4K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,383 | $441.4K | <0.1% | −156−2.8% | Reduced | Holders |
| Q1 2026 | 5,539 | $443.8K | <0.1% | +5,539 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −3,942−100.0% | Sold out | Holders |
| Q1 2025 | 3,942 | $315.5K | <0.1% | +58+1.5% | Added | Holders |
| Q4 2024 | 3,884 | $351.3K | <0.1% | +1,453+59.8% | Added | Holders |
| Q3 2024 | 2,431 | $238.6K | <0.1% | −30−1.2% | Reduced | Holders |
| Q2 2024 | 2,461 | $223.5K | <0.1% | +66+2.8% | Added | Holders |
| Q1 2024 | 2,395 | $227.4K | <0.1% | +2,395 | New | Holders |