Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
SUNL holding history
Sunlight Financial 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.
SUNL overviewAll 13F holders of SUNLFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −560−100.0% | Sold outConverted for a 1-for-20 split | Holders |
| Q2 2023 | 11,200 | $3.25K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 11,200 | $3.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 11,200 | $14.0K | <0.1% | −137−1.2% | Reduced | Holders |
| Q3 2022 | 11,337 | $14.0K | <0.1% | +137+1.2% | Added | Holders |
| Q2 2022 | 11,200 | $33.0K | <0.1% | +1,200+12.0% | Added | Holders |
| Q1 2022 | 10,000 | $50.0K | <0.1% | −1,200−10.7% | Reduced | Holders |
| Q4 2021 | 11,200 | $54.0K | <0.1% | +11,200 | New | Holders |