Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
SM holding history
SM Energy Co 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.
SM overviewAll 13F holders of SMFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 1
- Since Q3 2023