Integrated Wealth Concepts - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Integrated Wealth Concepts going back to May 15, 2018
- Integrated Wealth Concepts 2023 Q3 - filed Nov. 15, 2023 - new!
- Integrated Wealth Concepts 2023 Q2 - filed Aug. 15, 2023
- Integrated Wealth Concepts 2023 Q1 - filed May 3, 2023
- Integrated Wealth Concepts 2022 Q4 - filed Feb. 13, 2023
- Integrated Wealth Concepts 2022 Q3 - filed Nov. 14, 2022
- Integrated Wealth Concepts 2022 Q2 - filed Aug. 8, 2022
- Integrated Wealth Concepts 2022 Q1 - filed May 12, 2022
- Integrated Wealth Concepts 2021 Q4 - filed Feb. 15, 2022
- Integrated Wealth Concepts 2021 Q3 - filed Nov. 15, 2021
- Integrated Wealth Concepts 2021 Q2 - filed Aug. 13, 2021
- Integrated Wealth Concepts 2021 Q1 - filed May 13, 2021
- Integrated Wealth Concepts 2020 Q4 - filed Feb. 12, 2021
- Integrated Wealth Concepts 2020 Q3 - filed Nov. 13, 2020
- Integrated Wealth Concepts 2020 Q2 - filed July 30, 2020
- Integrated Wealth Concepts 2020 Q1 - filed May 18, 2020
- Integrated Wealth Concepts 2019 Q4 - filed Feb. 20, 2020
- Integrated Wealth Concepts 2019 Q3 - filed Nov. 15, 2019
- Integrated Wealth Concepts 2019 Q2 - filed Aug. 15, 2019
- Integrated Wealth Concepts 2019 Q1 - filed May 15, 2019
- Integrated Wealth Concepts 2018 Q4 - filed Feb. 14, 2019
- Integrated Wealth Concepts 2018 Q3 - filed Nov. 13, 2018
- Integrated Wealth Concepts 2018 Q2 - filed July 27, 2018
- Integrated Wealth Concepts 2018 Q1 - filed May 15, 2018
- Integrated Wealth Concepts 2017 Q4 - filed May 15, 2018