Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
L holding history
Loews 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.
L overviewAll 13F holders of LFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,310
- Value
- $488.0K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,310 | $488.0K | <0.1% | +312+7.8% | Added | Holders |
| Q1 2026 | 3,998 | $426.7K | <0.1% | +1,150+40.4% | Added | Holders |
| Q4 2025 | 2,848 | $300.0K | <0.1% | +2,848 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −3,575−100.0% | Sold out | Holders |
| Q1 2025 | 3,575 | $328.6K | <0.1% | +658+22.6% | Added | Holders |
| Q4 2024 | 2,917 | $247.0K | <0.1% | −197−6.3% | Reduced | Holders |
| Q3 2024 | 3,114 | $246.1K | <0.1% | +411+15.2% | Added | Holders |
| Q2 2024 | 2,703 | $202.1K | <0.1% | +2,703 | New | Holders |