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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

LW holding history

Lamb Weston Holdings, 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.

LW overviewAll 13F holders of LWFull Q2 2026 holdings

Shares (Q2 2026)
17,675
Value
$763.2K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of LW by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,675$763.2K<0.1%−1,754−9.0%ReducedHolders
Q1 202619,429$821.0K<0.1%+19,429NewHolders
Q2 20250$00.0%−3,994−100.0%Sold outHolders
Q1 20253,994$212.9K<0.1%−202−4.8%ReducedHolders
Q4 20244,196$280.4K<0.1%−330−7.3%ReducedHolders
Q3 20244,526$293.0K<0.1%−9,700−68.2%ReducedHolders
Q2 202414,226$1.20M<0.1%−2,394−14.4%ReducedHolders
Q1 202416,620$1.77M<0.1%+158+1.0%AddedHolders
Q4 202316,462$1.78M<0.1%+98+0.6%AddedHolders
Q3 202316,364$1.51M<0.1%+1,510+10.2%AddedHolders
Q2 202314,854$1.71M<0.1%+8,907+149.8%AddedHolders
Q1 20235,947$622.0K<0.1%+1,946+48.6%AddedHolders
Q4 20224,001$358.0K<0.1%−785−16.4%ReducedHolders
Q3 20224,786$370.0K<0.1%−243−4.8%ReducedHolders
Q2 20225,029$359.0K<0.1%+5,029NewHolders
Q1 20220$00.0%−3,407−100.0%Sold outHolders
Q4 20213,407$216.0K<0.1%−10,008−74.6%ReducedHolders
Q3 202113,415$823.0K<0.1%+1,769+15.2%AddedHolders
Q2 202111,646$939.0K<0.1%+26+0.2%AddedHolders
Q1 202111,620$900.0K<0.1%––Holders

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