Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
LBRT holding history
Liberty Energy 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.
LBRT overviewAll 13F holders of LBRTFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −30,478−100.0% | Sold out | Holders |
| Q1 2026 | 30,478 | $877.8K | <0.1% | +30,478 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −35,388−100.0% | Sold out | Holders |
| Q3 2025 | 35,388 | $436.7K | <0.1% | −25,681−42.1% | Reduced | Holders |
| Q2 2025 | 61,069 | $701.1K | <0.1% | +3,287+5.7% | Added | Holders |
| Q1 2025 | 57,782 | $914.7K | <0.1% | +36,279+168.7% | Added | Holders |
| Q4 2024 | 21,503 | $427.7K | <0.1% | +21,503 | New | Holders |