13F Filings History of Integer Wealth Advisors Group LLC
- Latest 13F filing
- Q1 2021 - 12 Apr 2021
- Latest reported 13F value
- $183,596,000
- Largest 13F holdings
- IWF AGG AAPL SHY IWV IVV IVE IWD IEFA IJH IVW IJK
+8 more
IYR IJR XLK SPY IJT IWM OEF IEMG - Form 13F summary
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- Integer Wealth Advisors Group LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Integer Wealth Advisors Group LLC reported 81 equity holdings with a total reported market value of $183,596,000 for Q1 2021. Top reported holdings included IWF, AGG, AAPL, SHY, and IWV.
- Manager signature
- Saverio Paglioni - Partner
- Manager location
- Cartersville, GA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2021
Latest value
$183,596,000
Quarter delta
+$31,985,000
Accepted
12 Apr 2021, 11:03
Rows shown
1-6 of 6
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2021 | 81 | $183,596,000 | +$34,665,934 | -$14,710,114 | +$19,955,820 | IWF, AGG, AAPL, SHY, IWV | 13F-HR | 12 Apr 2021, 11:03 |
| Q4 2020 | 78 | $151,611,000 | +$41,475,430 | -$2,432,885 | +$39,042,545 | IWF, AAPL, IWV, IWD, AGG | 13F-HR | 07 Jan 2021, 09:21 |
| Q3 2020 | 69 | $108,805,000 | +$12,039,746 | -$1,037,473 | +$11,002,273 | IWF, AAPL, IWV, IWD, IVW | 13F-HR | 19 Oct 2020, 13:15 |
| Q2 2020 | 66 | $97,703,000 | +$2,538,299 | -$436,830 | +$2,101,469 | IWF, IWV, AAPL, IWD, IVW | 13F-HR | 10 Jul 2020, 13:36 |
| Q1 2020 | 63 | $78,833,000 | +$6,644,939 | -$5,457,851 | +$1,187,088 | IWF, IWV, IWD, IVW, IJH | 13F-HR | 11 May 2020, 13:50 |
| Q4 2019 | 64 | $99,228,000 | $0 | $0 | $0 | IWF, IWV, AAPL, IWD, IYR | 13F-HR | 05 Feb 2020, 10:43 |