13F Filings History of Integrated Wealth Management

Latest 13F report
Q4 2025 - 03 Mar 2026
Value $
$88,955,285
Signature - Title
Stephen Stanton Jackson - Chief Compliance Officer
Location
Uniontown, OH
Summary
This page shows a list of all the recent 13F filings made by Integrated Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Integrated Wealth Management reported 92 stock holdings with total value $88,955,285 as of Q4 2025. Top holdings included SPYM, VUG, OCTW, SIXO, and SEPW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $88,955,285 $0 $0 $0 SPYM, VUG, OCTW, SIXO, SEPW 13F-HR 03 Mar 2026, 14:54