Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

T holding history

AT&T 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.

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

Shares (Q2 2026): 328,253
Value: $6.79M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of T by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	328,253	$6.79M	<0.1%	+9,874+3.1%	Added	Holders
Q1 2026	318,379	$9.23M	0.1%	+179,344+129.0%	Added	Holders
Q4 2025	139,035	$3.45M	<0.1%	−149,318−51.8%	Reduced	Holders
Q3 2025	288,353	$8.14M	0.1%	−12,934−4.3%	Reduced	Holders
Q2 2025	301,287	$8.72M	0.1%	+629+0.2%	Added	Holders
Q1 2025	300,658	$8.50M	0.1%	+26,410+9.6%	Added	Holders
Q4 2024	274,248	$6.24M	0.1%	+9,498+3.6%	Added	Holders
Q3 2024	264,750	$5.82M	0.1%	−5,843−2.2%	Reduced	Holders
Q2 2024	270,593	$5.17M	0.1%	+7,138+2.7%	Added	Holders
Q1 2024	263,455	$4.64M	0.1%	−7,130−2.6%	Reduced	Holders
Q4 2023	270,585	$4.54M	0.1%	−110,062−28.9%	Reduced	Holders
Q3 2023	380,647	$5.72M	0.1%	−14,085−3.6%	Reduced	Holders
Q2 2023	394,732	$6.30M	0.1%	+1,066+0.3%	Added	Holders
Q1 2023	393,666	$7.58M	0.2%	+224,591+132.8%	Added	Holders
Q4 2022	169,075	$3.11M	0.1%	+6,038+3.7%	Added	Holders
Q3 2022	163,037	$2.50M	0.1%	−7,128−4.2%	Reduced	Holders
Q2 2022	170,165	$3.57M	0.1%	−34,186−16.7%	Reduced	Holders
Q1 2022	204,351	$4.83M	0.1%	+3,185+1.6%	Added	Holders
Q4 2021	201,166	$4.95M	0.1%	−68,382−25.4%	Reduced	Holders
Q3 2021	269,548	$7.28M	0.2%	+24,408+10.0%	Added	Holders
Q2 2021	245,140	$7.05M	0.2%	+1,326+0.5%	Added	Holders
Q1 2021	243,814	$7.38M	0.3%	–	–	Holders

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