IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Integrated Wealth Management

CIK: 0001640250 | PALM DESERT, CA

Q4 2016 vs Q1 2017 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2017
13F-HR268$6.8M2017-04-14SEC ↗
Q4 2016
13F-HR245$6.4M2017-01-06SEC ↗
Q3 2016
13F-HR1318$7.8M2016-10-21SEC ↗
Q2 2016
13F-HR1455$8.0M2016-08-01SEC ↗
Q1 2016
13F-HR1296$7.8M2016-04-22SEC ↗
Q4 2015
13F-HR1414$8.4M2016-01-25SEC ↗
Q3 2015
13F-HR1419$9.0M2015-10-13SEC ↗
Q2 2015
13F-HR1416$10.1M2015-07-17SEC ↗
Q1 2015
13F-HR1443$5.0M2015-04-27SEC ↗