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Integrated Wealth Concepts LLCETFDiversified active

CIK: 0001737109 | WALTHAM, MA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026Amended
13F-HR/A5948$20.5B2026-08-12SEC ↗
Q1 2026
13F-HR2276$12.5B2026-05-15SEC ↗
Q4 2025
13F-HR1599$8.4B2026-02-13SEC ↗
Q3 2025
13F-HR1974$11.2B2025-11-14SEC ↗
Q2 2025
13F-HR1901$10.0B2025-08-14SEC ↗
Q1 2025
13F-HR1734$8.6B2025-05-15SEC ↗
Q4 2024
13F-HR1713$8.6B2025-02-14SEC ↗
Q3 2024
13F-HR1670$8.2B2024-11-14SEC ↗
Q2 2024
13F-HR1643$7.3B2024-08-14SEC ↗
Q1 2024
13F-HR1644$6.9B2024-05-15SEC ↗
Q4 2023
13F-HR1590$6.1B2024-02-13SEC ↗
Q3 2023
13F-HR1557$5.7B2023-11-15SEC ↗
Q2 2023
13F-HR1560$5.8B2023-08-15SEC ↗
Q1 2023
13F-HR1346$152.0M2023-05-03SEC ↗
Q4 2022
13F-HR1038$73.9M2023-02-13SEC ↗
Q3 2022
13F-HR949$73.3M2022-11-14SEC ↗
Q2 2022
13F-HR979$84.0M2022-08-08SEC ↗
Q1 2022
13F-HR938$60.2M2022-05-12SEC ↗
Q4 2021
13F-HR982$57.8M2022-02-15SEC ↗
Q3 2021
13F-HR936$51.4M2021-11-15SEC ↗
Q2 2021
13F-HR797$43.2M2021-08-13SEC ↗
Q1 2021
13F-HR732$36.6M2021-05-13SEC ↗
Q4 2020
13F-HR622$28.2M2021-02-12SEC ↗
Q3 2020
13F-HR568$20.5M2020-11-13SEC ↗
Q2 2020
13F-HR512$15.2M2020-07-30SEC ↗
Q1 2020
13F-HR413$9.9M2020-05-18SEC ↗
Q4 2019
13F-HR471$11.7M2020-02-20SEC ↗
Q3 2019
13F-HR422$7.0M2019-11-15SEC ↗
Q2 2019
13F-HR389$3.8M2019-08-15SEC ↗
Q1 2019
13F-HR330$4.4M2019-05-15SEC ↗
Q4 2018
13F-HR265$3.2M2019-02-14SEC ↗
Q3 2018
13F-HR250$3.2M2018-11-13SEC ↗
Q2 2018
13F-HR230$3.3M2018-07-27SEC ↗
Q1 2018
13F-HR198$777.9K2018-05-15SEC ↗
Q4 2017
13F-HR191$233.7K2018-05-15SEC ↗