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Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

ROIV holding history

Roivant Sciences 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.

ROIV overviewAll 13F holders of ROIVFull Q2 2026 holdings

Shares (Q2 2026)
7,531
Value
$266.5K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2024
Holdings of ROIV by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,531$266.5K<0.1%−311−4.0%ReducedHolders
Q1 20267,842$217.2K<0.1%+7,842NewHolders
Q1 20250$00.0%−288,101−100.0%Sold outHolders
Q4 2024288,101$3.41M<0.1%+41,564+16.9%AddedHolders
Q3 2024246,537$2.85M<0.1%+9,164+3.9%AddedHolders
Q2 2024237,373$2.51M<0.1%+48,689+25.8%AddedHolders
Q1 2024188,684$1.99M<0.1%+188,684NewHolders