Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
UPST holding history
Upstart 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.
UPST overviewAll 13F holders of UPSTFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −6,227−100.0% | Sold out | Holders |
| Q3 2025 | 6,227 | $316.3K | <0.1% | −1,550−19.9% | Reduced | Holders |
| Q2 2025 | 7,777 | $503.0K | <0.1% | +3,149+68.0% | Added | Holders |
| Q1 2025 | 4,628 | $213.0K | <0.1% | +563+13.8% | Added | Holders |
| Q4 2024 | 4,065 | $250.3K | <0.1% | +4,065 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −2,570−100.0% | Sold out | Holders |
| Q1 2022 | 2,570 | $280.0K | <0.1% | +763+42.2% | Added | Holders |
| Q4 2021 | 1,807 | $273.0K | <0.1% | +702+63.5% | Added | Holders |
| Q3 2021 | 1,105 | $350.0K | <0.1% | +1,105 | New | Holders |