Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

WMS holding history

Advanced Drainage Systems, 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.

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of WMS by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−2,364−100.0%	Sold out	Holders
Q1 2026	2,364	$324.2K	<0.1%	+2,364	New	Holders
Q3 2025	0	$0	0.0%	−2,941−100.0%	Sold out	Holders
Q2 2025	2,941	$337.8K	<0.1%	+2,941	New	Holders