Question 1

Does Integrated Wealth Concepts own IEI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Integrated Wealth Concepts holds 93,839 shares of IEI, worth $11M.

Question 2

How many shares of IEI does Integrated Wealth Concepts own?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts holds 93,839 shares of IEI.

Question 3

What is Integrated Wealth Concepts' IEI position worth?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts' IEI position is worth $11M.

Question 4

Is Integrated Wealth Concepts buying or selling IEI?

Accepted Answer

In Q2 2026, Integrated Wealth Concepts increased its IEI position from 24,896 to 93,839 shares.

Question 5

When did Integrated Wealth Concepts first buy IEI?

Accepted Answer

Integrated Wealth Concepts first reported IEI in its Q4 2019 13F and has listed it in 27 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	93,839	+276.9%	$11M	0.1%	$115.96	45
2026-Q1	Decreased	24,896	-61.6%	$3M	0.0%	$116.77	0
2025-Q4	Increased	64,879	+47.5%	$7.7M	0.1%	$116.82	38
2025-Q3	Increased	43,976	+420.8%	$5.3M	0.0%	$115.59	44
2025-Q2	Decreased	8,444	-11.9%	$1M	0.0%	$114.17	0
2025-Q1	Decreased	9,587	-70.8%	$1.1M	0.0%	$112.27	0
2024-Q4	Decreased	32,814	-4.5%	$3.8M	0.0%	$109.22	0
2024-Q3	Increased	34,345	+2.7%	$4.1M	0.1%	$111.83	27
2024-Q2	Increased	33,456	+11.9%	$3.9M	0.1%	$107.10	30
2024-Q1	Increased	29,884	+326.1%	$3.5M	0.1%	$106.58	43
2023-Q4	Decreased	7,014	-9.9%	$821,552	0.0%	$107.27	0
2023-Q3	Increased	7,782	+6.4%	$880,612	0.0%	$102.65	27
2023-Q2	Decreased	7,315	-3.0%	$843,076	0.0%	$103.94	0
2023-Q1	Decreased	7,544	-36.4%	$888,000	0.0%	$105.53	0
2022-Q4	Decreased	11,857	-92.1%	$1.4M	0.0%	$102.73	0
2022-Q3	Increased	150,699	+1517.5%	$17.2M	0.6%	$101.55	64
2022-Q2	Decreased	9,317	-46.6%	$1.1M	0.0%	$105.68	0
2022-Q1	Increased	17,453	+6.8%	$2.1M	0.1%	$107.82	28
2021-Q4	Increased	16,344	+5.9%	$2.1M	0.1%	$113.52	28
2021-Q3	Increased	15,429	+59.3%	$2M	0.1%	$114.57	37
2021-Q2	Increased	9,688	+45.5%	$1.3M	0.0%	$114.69	34
2021-Q1	Increased	6,657	+16.4%	$865,000	0.0%	$113.92	29
2020-Q4	Decreased	5,719	-11.6%	$760,000	0.0%	$116.48	0
2020-Q3	Decreased	6,470	-20.1%	$864,000	0.1%	$116.70	0
2020-Q2	Decreased	8,094	-93.4%	$1.1M	0.1%	$116.48	0
2020-Q1	Increased	123,006	+5074.8%	$16.4M	1.5%	$115.83	72
2019-Q4	New	2,377	-	$299,000	0.0%	$108.92	32

IEI27 quarters

IEI
27 quarters