Question 1

Does Integrated Wealth Concepts own IEMG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Integrated Wealth Concepts holds 1,089,966 shares of IEMG, worth $90.3M.

Question 2

How many shares of IEMG does Integrated Wealth Concepts own?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts holds 1,089,966 shares of IEMG.

Question 3

What is Integrated Wealth Concepts' IEMG position worth?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts' IEMG position is worth $90.3M.

Question 4

Is Integrated Wealth Concepts buying or selling IEMG?

Accepted Answer

In Q2 2026, Integrated Wealth Concepts reduced its IEMG position by 16,239 shares (-1.5%).

Question 5

When did Integrated Wealth Concepts first buy IEMG?

Accepted Answer

Integrated Wealth Concepts already held IEMG in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.1M	-1.5%	$90.3M	0.6%	$82.84	0
2026-Q1	Increased	1.1M	+29.2%	$77.2M	0.6%	$69.19	53
2025-Q4	Decreased	856,425	-33.7%	$57.6M	0.7%	$66.68	0
2025-Q3	Increased	1.3M	+45.9%	$85.2M	0.8%	$64.28	57
2025-Q2	Increased	885,608	+44.2%	$53.2M	0.5%	$58.54	56
2025-Q1	Increased	614,112	+6.7%	$33.1M	0.4%	$51.99	37
2024-Q4	Decreased	575,676	-2.9%	$30.1M	0.3%	$50.30	0
2024-Q3	Decreased	592,874	-2.2%	$34M	0.4%	$54.13	0
2024-Q2	Increased	606,408	+33.5%	$32.5M	0.4%	$50.88	44
2024-Q1	Increased	454,188	+6.1%	$23.4M	0.3%	$48.57	36
2023-Q4	Increased	427,914	+13.8%	$21.6M	0.4%	$47.61	39
2023-Q3	Decreased	376,075	-6.6%	$17.9M	0.3%	$43.94	0
2023-Q2	Decreased	402,613	-39.0%	$19.8M	0.3%	$45.14	0
2023-Q1	Increased	660,367	+232.6%	$32.2M	0.7%	$44.25	66
2022-Q4	Increased	198,531	+8.4%	$9.3M	0.3%	$42.69	36
2022-Q3	Decreased	183,159	-26.2%	$7.9M	0.3%	$38.44	0
2022-Q2	Decreased	248,058	-0.8%	$12.2M	0.4%	$43.88	0
2022-Q1	Decreased	250,045	-22.1%	$13.9M	0.4%	$49.12	0
2021-Q4	Increased	320,850	+2.8%	$19.2M	0.6%	$52.93	41
2021-Q3	Increased	312,146	+0.4%	$19.3M	0.6%	$53.40	40
2021-Q2	Increased	310,954	+3.6%	$20.8M	0.7%	$57.93	42
2021-Q1	Increased	300,224	+7.1%	$19.3M	0.8%	$55.26	43
2020-Q4	Increased	280,276	+35.7%	$17.4M	0.8%	$53.27	52
2020-Q3	Increased	206,600	+3.6%	$10.9M	0.7%	$44.80	41
2020-Q2	Decreased	199,352	-1.7%	$9.5M	0.7%	$40.39	0
2020-Q1	Decreased	202,876	-8.6%	$8.2M	0.8%	$34.02	0
2019-Q4	Increased	221,850	+11.9%	$11.9M	1.0%	$45.43	49
2019-Q3	Decreased	198,299	-1.3%	$9.7M	1.1%	$40.45	0
2019-Q2	Increased	200,975	+5.3%	$10.1M	1.3%	$42.61	46
2019-Q1	First report	190,952	-	$9.9M	1.7%	$42.41	0

IEMG30 quarters

IEMG
30 quarters