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Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

WU holding history

Western Union CO 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.

WU overviewAll 13F holders of WUFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2021
Holdings of WU by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−50,242−100.0%Sold outHolders
Q2 202550,242$423.0K<0.1%+10,383+26.0%AddedHolders
Q1 202539,859$421.7K<0.1%+5,351+15.5%AddedHolders
Q4 202434,508$365.8K<0.1%−13,234−27.7%ReducedHolders
Q3 202447,742$569.6K<0.1%+8,943+23.0%AddedHolders
Q2 202438,799$474.1K<0.1%+1,195+3.2%AddedHolders
Q1 202437,604$525.7K<0.1%+37,604NewHolders
Q1 20230$00.0%−27,976−100.0%Sold outHolders
Q4 202227,976$385.0K<0.1%+2,245+8.7%AddedHolders
Q3 202225,731$347.0K<0.1%+25,731NewHolders
Q3 20210$00.0%−11,286−100.0%Sold outHolders
Q2 202111,286$259.0K<0.1%+11,286NewHolders