Quick Takeaways
- Integer Wealth Advisors Group LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2021.
- Latest reported holdings value: $183,596,000.
13F Filings History of Integer Wealth Advisors Group LLC
- Latest 13F report
- Q1 2021 - 12 Apr 2021
- Value $
- $183,596,000
- Signature - Title
- Saverio Paglioni - Partner
- Location
- Cartersville, GA
- Summary
- This page shows a list of all the recent 13F filings made by Integer Wealth Advisors Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Integer Wealth Advisors Group LLC reported 81 stock holdings with total value $183,596,000 as of Q1 2021. Top holdings included IWF, AGG, AAPL, SHY, and IWV.
Follow Filing Activity
Follow Integer Wealth Advisors Group LLC and return when a new 13F portfolio filing changes the record on this page.
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Holdings Value
What Changed
- Most recent filing was accepted on 12 Apr 2021, 11:03.
- Reported value moved from $151,611,000 to $183,596,000.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |