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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

SIRI holding history

Sirius XM Holdings 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.

SIRI overviewAll 13F holders of SIRIFull Q2 2026 holdings

Shares (Q2 2026)
24,483
Value
$723.2K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SIRI by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,483$723.2K<0.1%−4,355−15.1%ReducedHolders
Q1 202628,838$665.6K<0.1%+28,838NewHolders
Q4 20250$00.0%−75,663−100.0%Sold outHolders
Q3 202575,663$1.76M<0.1%+2,892+4.0%AddedHolders
Q2 202572,771$1.67M<0.1%+4,038+5.9%AddedHolders
Q1 202568,733$1.55M<0.1%−5,658−7.6%ReducedHolders
Q4 202474,391$1.70M<0.1%+74,391NewHolders
Q3 20240$00.0%−26,052−100.0%Sold outHolders
Q2 202426,052$73.7K<0.1%−80−0.3%ReducedHolders
Q1 202426,132$101.4K<0.1%+2,799+12.0%AddedHolders
Q4 202323,333$127.6K<0.1%+20+0.1%AddedHolders
Q3 202323,313$105.4K<0.1%+2,583+12.5%AddedHolders
Q2 202320,730$93.9K<0.1%+30.0%AddedHolders
Q1 202320,727$82.0K<0.1%−168−0.8%ReducedHolders
Q4 202220,895$122.0K<0.1%−98−0.5%ReducedHolders
Q3 202220,993$120.0K<0.1%+104+0.5%AddedHolders
Q2 202220,889$128.0K<0.1%+46+0.2%AddedHolders
Q1 202220,843$138.0K<0.1%−520−2.4%ReducedHolders
Q4 202121,363$136.0K<0.1%+1,307+6.5%AddedHolders
Q3 202120,056$122.0K<0.1%+3,571+21.7%AddedHolders
Q2 202116,485$108.0K<0.1%+60+0.4%AddedHolders
Q1 202116,425$100.0K<0.1%––Holders

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