Filer Snapshot

INTEGRATED WEALTHCARE, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001962105.

Entity Type

Company

Total Filings

1

Latest Filing

23 Jan 2026

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 23 Jan 2026 for CIK 0001962105.

View Source Filing
Business address
3100 Tower Blvd., Suite 1660, Durham, NC, 27707
Top securities (13F)
VUG, VEA, HMOP, FBND, AVEM, VTV, VTI, IJH, VXUS, CGSM, DFAC, GSLC, VBK, DFIC, USRT, VTEB, SMLF, GSIE, GEM, and SNV
State of incorporation
NC
Fiscal year end
31 December

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Quick Takeaways

  • INTEGRATED WEALTHCARE, LLC is an SEC filer tracked under CIK 0001962105.
  • 1 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

What Changed

  • Latest filing: 13F-HR filed on 23 Jan 2026.
  • Report period: 31 Dec 2025.

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 23 Jan 2026 for CIK 0001962105.

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 WEALTHCARE, LLC.

Latest source-backed update
13F-HR filed 23 Jan 2026
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 23 Jan 2026.
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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 WEALTHCARE, LLC

New filing available

Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

23 Jan 2026

Page type

Filer profile

Latest period

Q4 2025

Institutional portfolio context was refreshed from a 13F filing filed on 23 Jan 2026.

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Benchmark Context

Benchmark context for this company

INTEGRATED WEALTHCARE, LLC 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 WEALTHCARE, LLC has filed 1 SEC EDGAR filings since 23 Jan 2026. Common forms include 13F-HR.

Latest 13F filings

Latest Filings

Recent SEC filings for INTEGRATED WEALTHCARE, LLC 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 23 Jan 2026 31 Dec 2025 028-25958

About this filer

INTEGRATED WEALTHCARE, LLC files with the SEC under CIK 0001962105. 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.

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