Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

TSLA holding history

Tesla, 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.

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

Shares (Q2 2026): 139,388
Value: $58.6M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of TSLA by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	139,388	$58.6M	0.4%	+2,545+1.9%	Added	Holders
Q1 2026	136,843	$50.9M	0.4%	+48,150+54.3%	Added	Holders
Q4 2025	88,693	$39.9M	0.5%	−30,882−25.8%	Reduced	Holders
Q3 2025	119,575	$53.2M	0.5%	+3,887+3.4%	Added	Holders
Q2 2025	115,688	$36.7M	0.4%	+7,177+6.6%	Added	Holders
Q1 2025	108,511	$28.1M	0.3%	+5,930+5.8%	Added	Holders
Q4 2024	102,581	$41.4M	0.5%	+12,281+13.6%	Added	Holders
Q3 2024	90,300	$23.6M	0.3%	+7,791+9.4%	Added	Holders
Q2 2024	82,509	$16.3M	0.2%	+95+0.1%	Added	Holders
Q1 2024	82,414	$14.5M	0.2%	+9,520+13.1%	Added	Holders
Q4 2023	72,894	$18.1M	0.3%	−5,920−7.5%	Reduced	Holders
Q3 2023	78,814	$19.7M	0.3%	−2,529−3.1%	Reduced	Holders
Q2 2023	81,343	$21.3M	0.4%	+11,764+16.9%	Added	Holders
Q1 2023	69,579	$14.4M	0.3%	+16,701+31.6%	Added	Holders
Q4 2022	52,878	$6.51M	0.2%	+4,307+8.9%	Added	Holders
Q3 2022	48,571	$12.9M	0.4%	+5,182+11.9%	AddedConverted for a 3-for-1 split	Holders
Q2 2022	14,463	$9.74M	0.3%	+720+5.2%	Added	Holders
Q1 2022	13,743	$14.8M	0.5%	+502+3.8%	Added	Holders
Q4 2021	13,241	$14.0M	0.4%	+720+5.8%	Added	Holders
Q3 2021	12,521	$9.71M	0.3%	−150−1.2%	Reduced	Holders
Q2 2021	12,671	$8.61M	0.3%	+467+3.8%	Added	Holders
Q1 2021	12,204	$8.15M	0.3%	–	–	Holders

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