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Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

WHD holding history

Cactus, 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.

WHD overviewAll 13F holders of WHDFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2024
Holdings of WHD by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−8,741−100.0%Sold outHolders
Q4 20248,741$510.1K<0.1%+1,475+20.3%AddedHolders
Q3 20247,266$433.6K<0.1%+7,266NewHolders