Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
MNDY holding history
monday.com Ltd. 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.
MNDY overviewAll 13F holders of MNDYFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −1,632−100.0% | Sold out | Holders |
| Q3 2025 | 1,632 | $316.4K | <0.1% | +493+43.3% | Added | Holders |
| Q2 2025 | 1,139 | $357.9K | <0.1% | +1,139 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −826−100.0% | Sold out | Holders |
| Q3 2024 | 826 | $229.6K | <0.1% | −9−1.1% | Reduced | Holders |
| Q2 2024 | 835 | $201.3K | <0.1% | +835 | New | Holders |