Skip to main content
Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

SPG holding history

Simon Property Group 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
6,970
Value
$1.56M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SPG by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,970$1.56M<0.1%−2,896−29.4%ReducedHolders
Q1 20269,866$1.84M<0.1%+2,394+32.0%AddedHolders
Q4 20257,472$1.38M<0.1%−2,663−26.3%ReducedHolders
Q3 202510,135$1.90M<0.1%+592+6.2%AddedHolders
Q2 20259,543$1.53M<0.1%+1,572+19.7%AddedHolders
Q1 20257,971$1.32M<0.1%−2,555−24.3%ReducedHolders
Q4 202410,526$1.81M<0.1%−387−3.5%ReducedHolders
Q3 202410,913$1.84M<0.1%+2,870+35.7%AddedHolders
Q2 20248,043$1.22M<0.1%−14−0.2%ReducedHolders
Q1 20248,057$1.26M<0.1%+213+2.7%AddedHolders
Q4 20237,844$1.12M<0.1%−659−7.8%ReducedHolders
Q3 20238,503$918.6K<0.1%−346−3.9%ReducedHolders
Q2 20238,849$1.02M<0.1%−1,203−12.0%ReducedHolders
Q1 202310,052$1.13M<0.1%+3,423+51.6%AddedHolders
Q4 20226,629$779.0K<0.1%−1,147−14.8%ReducedHolders
Q3 20227,776$698.0K<0.1%+1,016+15.0%AddedHolders
Q2 20226,760$642.0K<0.1%+4,467+194.8%AddedHolders
Q1 20222,293$302.0K<0.1%−3,385−59.6%ReducedHolders
Q4 20215,678$907.0K<0.1%+5,678NewHolders
Q2 20210$00.0%−1,844−100.0%Sold outHolders
Q1 20211,844$210.0K<0.1%––Holders

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