Filer Snapshot

Integrated Wealth Management SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001640250.

Entity Type

Company

Total Filings

9

Latest Filing

14 Apr 2017

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 14 Apr 2017 for CIK 0001640250.

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Business address
74245 Highway 111, Suite 201, Palm Desert, CA, 92260
Top securities (13F)
AAPL, PM, PG, JNJ, VWO, XOM, MO, UPS, VEA, CVX, QQQ, KO, VCIT, IVV, JPM, PFF, GE, VOO, MGK, and MCD
State of incorporation
CA
Fiscal year end
31 December

Quick Takeaways

  • Integrated Wealth Management is an SEC filer tracked under CIK 0001640250.
  • 9 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

What Changed

  • Latest filing: 13F-HR filed on 14 Apr 2017.
  • Report period: 31 Mar 2017.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 14 Apr 2017 for CIK 0001640250.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Integrated Wealth Management.

Latest source-backed update
13F-HR filed 14 Apr 2017
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 14 Apr 2017.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Integrated Wealth Management

New filing available

Latest 13F period: Q1 2017. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Apr 2017

Page type

Filer profile

Latest period

Q1 2017

Institutional portfolio context was refreshed from a 13F filing filed on 14 Apr 2017.

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Benchmark Context

Benchmark context for this company

Integrated Wealth Management has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

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Why this is notable

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Filer Overview

Integrated Wealth Management has filed 9 SEC EDGAR filings since 27 Apr 2015. Common forms include 13F-HR.

Latest 13F filings

Latest Filings

Recent SEC filings for Integrated Wealth Management with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2017 31 Mar 2017 028-16859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Jan 2017 31 Dec 2016 028-16859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2016 30 Sep 2016 028-16859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2016 30 Jun 2016 028-16859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Apr 2016 31 Mar 2016 028-16859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2016 31 Dec 2015 028-16859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2015 30 Sep 2015 028-16859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2015 30 Jun 2015 028-16859
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2015 31 Mar 2015 028-16859

About this filer

Integrated Wealth Management files with the SEC under CIK 0001640250. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.