Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

SYM holding history

Symbotic 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.

SYM overview All 13F holders of SYM Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of SYM by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−8,275−100.0%	Sold out	Holders
Q2 2024	8,275	$290.9K	<0.1%	+55+0.7%	Added	Holders
Q1 2024	8,220	$369.9K	<0.1%	+1,785+27.7%	Added	Holders
Q4 2023	6,435	$330.3K	<0.1%	+6,435	New	Holders