Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

PR holding history

Permian Resources Corp 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.

PR overview All 13F holders of PR Full Q2 2026 holdings

Shares (Q2 2026): 33,493
Value: $616.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of PR by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,493	$616.6K	<0.1%	+4,388+15.1%	Added	Holders
Q1 2026	29,105	$620.5K	<0.1%	+29,105	New	Holders
Q3 2025	0	$0	0.0%	−21,547−100.0%	Sold out	Holders
Q2 2025	21,547	$293.5K	<0.1%	+21,547	New	Holders