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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

MAR holding history

Marriott International 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.

MAR overviewAll 13F holders of MARFull Q2 2026 holdings

Shares (Q2 2026)
5,463
Value
$2.02M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MAR by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,463$2.02M<0.1%−559−9.3%ReducedHolders
Q1 20266,022$1.97M<0.1%+2,442+68.2%AddedHolders
Q4 20253,580$1.11M<0.1%+3,580NewHolders
Q3 20250$00.0%−1,697−100.0%Sold outHolders
Q2 20251,697$463.6K<0.1%−2,143−55.8%ReducedHolders
Q1 20253,840$914.7K<0.1%+447+13.2%AddedHolders
Q4 20243,393$946.5K<0.1%−106−3.0%ReducedHolders
Q3 20243,499$869.9K<0.1%−36−1.0%ReducedHolders
Q2 20243,535$854.6K<0.1%−2,143−37.7%ReducedHolders
Q1 20245,678$1.43M<0.1%+18+0.3%AddedHolders
Q4 20235,660$1.28M<0.1%+11+0.2%AddedHolders
Q3 20235,649$1.11M<0.1%−108−1.9%ReducedHolders
Q2 20235,757$1.06M<0.1%+1,320+29.7%AddedHolders
Q1 20234,437$737.0K<0.1%+1,510+51.6%AddedHolders
Q4 20222,927$436.0K<0.1%−217−6.9%ReducedHolders
Q3 20223,144$441.0K<0.1%−5−0.2%ReducedHolders
Q2 20223,149$428.0K<0.1%+146+4.9%AddedHolders
Q1 20223,003$528.0K<0.1%+1,319+78.3%AddedHolders
Q4 20211,684$278.0K<0.1%+191+12.8%AddedHolders
Q3 20211,493$221.0K<0.1%−3,395−69.5%ReducedHolders
Q2 20214,888$667.0K<0.1%+898+22.5%AddedHolders
Q1 20213,990$591.0K<0.1%––Holders

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