Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

VZ holding history

Verizon Communications 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.

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

Shares (Q2 2026): 406,021
Value: $17.2M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of VZ by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	406,021	$17.2M	0.1%	+133,611+49.0%	Added	Holders
Q1 2026	272,410	$13.7M	0.1%	+143,497+111.3%	Added	Holders
Q4 2025	128,913	$5.25M	0.1%	−90,211−41.2%	Reduced	Holders
Q3 2025	219,124	$9.63M	0.1%	+16,457+8.1%	Added	Holders
Q2 2025	202,667	$8.77M	0.1%	−140−0.1%	Reduced	Holders
Q1 2025	202,807	$9.20M	0.1%	+2,224+1.1%	Added	Holders
Q4 2024	200,583	$8.02M	0.1%	+2,087+1.1%	Added	Holders
Q3 2024	198,496	$8.91M	0.1%	−1,853−0.9%	Reduced	Holders
Q2 2024	200,349	$8.26M	0.1%	+1,814+0.9%	Added	Holders
Q1 2024	198,535	$8.33M	0.1%	−2,644−1.3%	Reduced	Holders
Q4 2023	201,179	$7.58M	0.1%	−31,422−13.5%	Reduced	Holders
Q3 2023	232,601	$7.54M	0.1%	+20,720+9.8%	Added	Holders
Q2 2023	211,881	$7.88M	0.1%	−400.0%	Reduced	Holders
Q1 2023	211,921	$8.24M	0.2%	+76,053+56.0%	Added	Holders
Q4 2022	135,868	$5.35M	0.1%	+4,805+3.7%	Added	Holders
Q3 2022	131,063	$4.98M	0.2%	−1,388−1.0%	Reduced	Holders
Q2 2022	132,451	$6.72M	0.2%	−254−0.2%	Reduced	Holders
Q1 2022	132,705	$6.76M	0.2%	+2,288+1.8%	Added	Holders
Q4 2021	130,417	$6.78M	0.2%	−29,535−18.5%	Reduced	Holders
Q3 2021	159,952	$8.64M	0.3%	+29,434+22.6%	Added	Holders
Q2 2021	130,518	$7.31M	0.3%	+7,646+6.2%	Added	Holders
Q1 2021	122,872	$7.14M	0.3%	–	–	Holders

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