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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

OMC holding history

Omnicom Group 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.

OMC overviewAll 13F holders of OMCFull Q2 2026 holdings

Shares (Q2 2026)
10,053
Value
$732.2K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of OMC by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,053$732.2K<0.1%−10,755−51.7%ReducedHolders
Q1 202620,808$1.57M<0.1%+4,447+27.2%AddedHolders
Q4 202516,361$1.32M<0.1%+3,964+32.0%AddedHolders
Q3 202512,397$1.01M<0.1%+6,770+120.3%AddedHolders
Q2 20255,627$404.8K<0.1%−479−7.8%ReducedHolders
Q1 20256,106$506.3K<0.1%−9−0.1%ReducedHolders
Q4 20246,115$526.1K<0.1%−93−1.5%ReducedHolders
Q3 20246,208$641.9K<0.1%−423−6.4%ReducedHolders
Q2 20246,631$594.8K<0.1%+1,443+27.8%AddedHolders
Q1 20245,188$502.0K<0.1%+201+4.0%AddedHolders
Q4 20234,987$431.4K<0.1%+21+0.4%AddedHolders
Q3 20234,966$369.9K<0.1%−360−6.8%ReducedHolders
Q2 20235,326$506.8K<0.1%+5,326NewHolders
Q1 20230$00.0%−3,591−100.0%Sold outHolders
Q4 20223,591$293.0K<0.1%−6,216−63.4%ReducedHolders
Q3 20229,807$619.0K<0.1%+9,807NewHolders
Q2 20220$00.0%−2,783−100.0%Sold outHolders
Q1 20222,783$236.0K<0.1%+16+0.6%AddedHolders
Q4 20212,767$203.0K<0.1%−1,235−30.9%ReducedHolders
Q3 20214,002$290.0K<0.1%+1,213+43.5%AddedHolders
Q2 20212,789$223.0K<0.1%+7+0.3%AddedHolders
Q1 20212,782$206.0K<0.1%––Holders

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