Integrated Wealth Concepts LLC

SEC CIK: 0001737109
Latest filing: Sep 8, 2026

SEC filings (opens in a new tab)

XOS holding history

Xos, 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.

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

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of XOS by Integrated Wealth Concepts LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−1,167−100.0%	Sold outConverted for a 1-for-30 split	Holders
Q3 2023	35,000	$12.0K	<0.1%	+15,000+75.0%	Added	Holders
Q2 2023	20,000	$4.35K	<0.1%	+20,000	New	Holders