Skip to content
Disclosery

INTEGRATED WEALTHCARE, LLC: SMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTEGRATED WEALTHCARE, LLC on SMA, newest first. How the timeline and the estimate are built.

INTEGRATED WEALTHCARE, LLC held 10,039 SMA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,039 shares
    Change vs previous 13F -455 shares

    0.24% of the 13F portfolio, value $326,268.

    13F-HR 0001951757-26-001035 filed by INTEGRATED WEALTHCARE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,494 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $317,758.

    13F-HR 0001951757-26-000809 filed by INTEGRATED WEALTHCARE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,494 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $324,684.

    13F-HR 0001951757-26-000278 filed by INTEGRATED WEALTHCARE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).