Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
WKC holding history
World Kinect Corp 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.
WKC overviewAll 13F holders of WKCFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −7,983−100.0% | Sold out | Holders |
| Q3 2024 | 7,983 | $246.8K | <0.1% | −1,210−13.2% | Reduced | Holders |
| Q2 2024 | 9,193 | $237.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 9,193 | $243.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 9,193 | $209.4K | <0.1% | −15−0.2% | Reduced | Holders |
| Q3 2023 | 9,208 | $206.5K | <0.1% | +9,208 | New | Holders |