Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
LAD holding history
Lithia Motors 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.
LAD overviewAll 13F holders of LADFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −690−100.0% | Sold out | Holders |
| Q1 2024 | 690 | $207.6K | <0.1% | −48−6.5% | Reduced | Holders |
| Q4 2023 | 738 | $243.0K | <0.1% | +24+3.4% | Added | Holders |
| Q3 2023 | 714 | $210.9K | <0.1% | −132−15.6% | Reduced | Holders |
| Q2 2023 | 846 | $257.3K | <0.1% | +846 | New | Holders |