Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q1 2026
Integrated Wealth Management
$87M in tracked AUM across 95 positions as of Q1 2026.
IW
CIK 0002113155 · last filed Mar 31, 2026
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…