Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

WTM holding history

White Mountains Insurance Group Ltd 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.

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

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of WTM by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−140−100.0%	Sold out	Holders
Q2 2025	140	$251.4K	<0.1%	−23−14.1%	Reduced	Holders
Q1 2025	163	$313.9K	<0.1%	+27+19.9%	Added	Holders
Q4 2024	136	$264.5K	<0.1%	+136	New	Holders