Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
RHI holding history
Robert Half 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.
RHI overviewAll 13F holders of RHIFull Q2 2026 holdings
- Shares (Q2 2026)
- 18,742
- Value
- $575.4K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 18,742 | $575.4K | <0.1% | −1,158−5.8% | Reduced | Holders |
| Q1 2026 | 19,900 | $505.5K | <0.1% | +7,769+64.0% | Added | Holders |
| Q4 2025 | 12,131 | $329.5K | <0.1% | −3,615−23.0% | Reduced | Holders |
| Q3 2025 | 15,746 | $535.0K | <0.1% | +207+1.3% | Added | Holders |
| Q2 2025 | 15,539 | $637.9K | <0.1% | +15,539 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −3,590−100.0% | Sold out | Holders |
| Q3 2024 | 3,590 | $242.0K | <0.1% | −9,751−73.1% | Reduced | Holders |
| Q2 2024 | 13,341 | $853.6K | <0.1% | +2,070+18.4% | Added | Holders |
| Q1 2024 | 11,271 | $893.5K | <0.1% | +939+9.1% | Added | Holders |
| Q4 2023 | 10,332 | $908.4K | <0.1% | +178+1.8% | Added | Holders |
| Q3 2023 | 10,154 | $744.1K | <0.1% | +5,136+102.4% | Added | Holders |
| Q2 2023 | 5,018 | $377.5K | <0.1% | −3,002−37.4% | Reduced | Holders |
| Q1 2023 | 8,020 | $646.0K | <0.1% | +8,020 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −3,639−100.0% | Sold out | Holders |
| Q2 2022 | 3,639 | $273.0K | <0.1% | +3,639 | New | Holders |